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File cannot be found in Dynamics CRM project documents


In the latest Dynamics CRM 2016 (online trial version), under Project Service > Projects > test project

Dynamics project CRM navigator

There seems to be a possibility to add documents to the test project

add documents to Dynamics CRM project

But when we go there, it shows the below error:

could not find file in Dynamics CRM

We as a laymen, assume that it would allow us to do some kind of file upload.

  • From where it's trying to find the files?
  • Where do we need to put the files so that it find the files?

Solution

  • I'm pretty sure that's the SharePoint document area, it will require configuration to work. Integrate Microsoft Dynamics CRM with SharePoint.