Rajeev Pentyala – Microsoft Power Platform

Recently I was working on Dynamics Portals and SharePoint integration and while uploading the document from ‘Case’ entity, I was getting below error

Reason:

• ‘Document Management’ was not enabled for ‘Case’ entity.

Fix:

• Make sure ‘Document Management’ is enabled for ‘Case’ entity
  • Connect to Dynamics 365 Application
  • Open Settings -> Customizations -> Customize the System
  • Select ‘Case’ Entity and make sure ‘Document Management’ is checked.

• Go to Settings -> Document Management Settings
• In the ‘Select entities’ grid, make sure ‘Case’ entity is selected.

• Click ‘Next’ and ‘Select folder structure’

• Click ‘Next’ to complete the set up

• Try uploading the document from Portal and should be able to upload the document.

• Try restarting the Portal if you still getting the exception.

🙂