{"id":34019,"date":"2023-02-15T16:44:04","date_gmt":"2023-02-15T11:14:04","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=34019"},"modified":"2024-04-17T14:52:19","modified_gmt":"2024-04-17T09:22:19","slug":"resolve-sharepoint-document-library-limit-by-creating-custom-sharepoint-library-structures-within-microsoft-dynamics-365-crm","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2023\/02\/resolve-sharepoint-document-library-limit-by-creating-custom-sharepoint-library-structures-within-microsoft-dynamics-365-crm\/","title":{"rendered":"Resolve SharePoint Document Library Limit by creating custom SharePoint library structures within Microsoft Dynamics 365 CRM!"},"content":{"rendered":"<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-sharepoint-security-metadata-sync\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-34023 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/Sharepoint-Security-Sync.png\" alt=\"SharePoint integration in Dynamics 365\" width=\"700\" height=\"400\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/Sharepoint-Security-Sync.png 700w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/Sharepoint-Security-Sync-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/Sharepoint-Security-Sync-660x377.png 660w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">James, a sales manager at Datum Corporation, uses Microsoft <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-sharepoint-security-metadata-sync\/\" target=\"_blank\" rel=\"noopener\">Dynamics 365 SharePoint Integration to store and manage CRM documents\/attachments in SharePoint<\/a>. But over time, he outgrew the Microsoft recommended SharePoint document library limit of 5,000 items.<\/p>\n<p style=\"text-align: justify;\">Although you can add up to 30 million items per library or list, Microsoft recommends a general document library limit of 5,000 items per list or library, above which you will have to deal with problems like not being able to view more than 5,000 items in a library, facing errors creating unique permissions for the folders, and performing actions such as renaming or moving files within the library taking a lot of time because of servers getting overloaded.<\/p>\n<p style=\"text-align: justify;\">Therefore, Microsoft has placed the 5,000 items limit to give users a smooth experience with the SharePoint document library by maintaining server performance and allowing users to access the library quickly and not because of the common misconception of a storage capacity limit.<\/p>\n<p style=\"text-align: justify;\">Unfortunately, Microsoft Dynamics 365 SharePoint integration does not have any out-of-the-box functionality to allow users to store more than the <strong>SharePoint document library limit of 5,000 items <\/strong>without having to deal with all the problems that come with it. And also, there is no way to overcome the <strong>unique permissions limit for 50,000 items per document library or list<\/strong>.<\/p>\n<p style=\"text-align: justify;\">So, when James was looking for solutions to overcome these SharePoint limitations. Brad, a sales executive at Datum Corporation, told him about <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-sharepoint-security-metadata-sync\" target=\"_blank\" rel=\"noopener\">SharePoint Security Sync\u2019s<\/a> limitless document management capabilities and how it can help their organization overcome SharePoint document library limit and unique permissions limit by creating <a href=\"https:\/\/docs.inogic.com\/sharepoint-security-sync\/features\/custom-folder-structure\" target=\"_blank\" rel=\"noopener\">customized folder structures<\/a> based on the organization\u2019s document management needs to store files across various libraries and avoid hitting the 5,000 item limit.<\/p>\n<p style=\"text-align: justify;\">If, like James, you are also curious to know more about SharePoint Security Sync, then keep scrolling.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-sharepoint-security-metadata-sync\" target=\"_blank\" rel=\"noopener\">SharePoint Security Sync<\/a> is a <a href=\"https:\/\/appsource.microsoft.com\/en-gb\/product\/dynamics-365\/inogic.sync-dynamics-365-sharepoint-security-model?tab=Overview&amp;exp=ubp8\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a> Preferred comprehensive solution for integrating Microsoft Dynamics 365 CRM with SharePoint for managing documents and their user privileges. With SharePoint Security Sync, James can automatically sync user security privileges set in Microsoft Dynamics 365 CRM with the document access permissions in SharePoint.<\/p>\n<p><iframe title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/WIrLpXJNqxg\" width=\"700\" height=\"400\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p style=\"text-align: justify;\">This ensures the same level of security as that in Microsoft Dynamics CRM for documents stored in SharePoint, and James can also use workflows to automate the process of creating SharePoint folders.<\/p>\n<p style=\"text-align: justify;\">James can also overcome both <strong>SharePoint limits <\/strong>by creating <strong>custom folder structures<\/strong> in SharePoint using SharePoint Security Sync.<\/p>\n<p style=\"text-align: justify;\">Let\u2019s have a look at the <a href=\"https:\/\/docs.inogic.com\/sharepoint-security-sync\/features\/custom-folder-structure\" target=\"_blank\" rel=\"noopener\"><strong>custom folder structure<\/strong><\/a> feature in more detail.<\/p>\n<h2 style=\"text-align: justify;\"><strong>Custom folder structures to handle SharePoint library limits<\/strong><\/h2>\n<p style=\"text-align: justify;\">James can easily customize the document library structures within SharePoint based on specific needs. SharePoint document library structures can be customized <strong>by Period<\/strong>\u00a0(periodically),\u00a0<strong>by Starting Character<\/strong>\u00a0(alphabetically), or\u00a0<strong>by Custom<\/strong>\u00a0<strong>Names <\/strong>(based on any particular field name).<\/p>\n<p style=\"text-align: justify;\">Another benefit of this functionality\u00a0is that it allows James to create folder structures different from traditional Microsoft Dynamics 365 SharePoint integration folder structures.\u00a0Instead of having everything organized by per entity (e.g.\u00a0Account,\u00a0Contact, or lead),\u00a0he will\u00a0have complete freedom to create folder structures based on his specific needs. It would help James boost his team&#8217;s productivity by enabling them to find the SharePoint documents they need quickly and effectively overcome both the SharePoint limits by storing files\/items across various customized folder structures to avoid hitting the 5,000 item limit.<\/p>\n<p style=\"text-align: justify;\">For example, suppose James has outgrown the SharePoint list limit of 5,000 items for the SharePoint document library where he stores account entity data. So, James creates a periodical document library for six months and saves documents\/attachments related to that period in it. By setting the <strong>\u2018Period type\u2019<\/strong>\u00a0to <strong>\u2018X Month\u2019\u00a0<\/strong>and\u00a0<strong>\u2018Duration\u2019\u00a0<\/strong>to\u00a0<strong>\u20186\u2019<\/strong>\u00a0for the Account entity, Additionally, he also customizes the SharePoint record folder structures by using <strong>a logical name, text, or a combination of the two.<\/strong><\/p>\n<p style=\"text-align: justify;\">By doing so, James will now have a half-yearly SharePoint document library for storing files\/items for each Account entity record created during that time period.<\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-34020\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/1SharePoint-Document-Library.jpeg\" alt=\"SharePoint Document Library\" width=\"1527\" height=\"650\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/1SharePoint-Document-Library.jpeg 1527w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/1SharePoint-Document-Library-300x128.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/1SharePoint-Document-Library-1024x436.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/1SharePoint-Document-Library-768x327.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/1SharePoint-Document-Library-660x281.jpeg 660w\" sizes=\"(max-width: 1527px) 100vw, 1527px\" \/><\/p>\n<p style=\"text-align: justify;\"><img decoding=\"async\" class=\"alignnone size-full wp-image-34021\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/2SharePoint-Document-Library.jpeg\" alt=\"SharePoint Document Library\" width=\"1920\" height=\"851\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/2SharePoint-Document-Library.jpeg 1920w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/2SharePoint-Document-Library-300x133.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/2SharePoint-Document-Library-1024x454.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/2SharePoint-Document-Library-768x340.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/2SharePoint-Document-Library-1536x681.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/02\/2SharePoint-Document-Library-660x293.jpeg 660w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p style=\"text-align: justify;\">Similarly, James can organize the document library alphabetically or by any specific field name in CRM records. This is very useful for segregating and storing CRM data in SharePoint based on your needs.<\/p>\n<p style=\"text-align: justify;\">Found this feature to be useful?<\/p>\n<p style=\"text-align: justify;\">There is <a href=\"https:\/\/docs.inogic.com\/sharepoint-security-sync\/features\" target=\"_blank\" rel=\"noopener\">much more to SharePoint Security Sync&#8217;s features<\/a>. If you&#8217;re curious to experience the app firsthand, you can get it from our <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-sharepoint-security-metadata-sync\" target=\"_blank\" rel=\"noopener\">website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-gb\/product\/dynamics-365\/inogic.sync-dynamics-365-sharepoint-security-model?tab=Overview&amp;exp=ubp8\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a> with a 15-day free trial period.<\/p>\n<p style=\"text-align: justify;\">For more information about our SharePoint security Sync app, please contact us at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>.<\/p>\n<p style=\"text-align: justify;\">Also, check out <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage\" target=\"_blank\" rel=\"noopener\">Attach2Dynamics<\/a>, our <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.a25a8d99-d517-734c-b754-6d7f0a82d7b6?tab=Overview\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a> Preferred document management and cloud storage integration app for Microsoft Dynamics 365 CRM. It enables Dynamics 365 users\u00a0to manage CRM\u00a0attachments on multiple cloud storage platforms,\u00a0such as SharePoint, Dropbox, and Azure Blob Storage.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>James, a sales manager at Datum Corporation, uses Microsoft Dynamics 365 SharePoint Integration to store and manage CRM documents\/attachments in SharePoint. But over time, he outgrew the Microsoft recommended SharePoint document library limit of 5,000 items. Although you can add up to 30 million items per library or list, Microsoft recommends a general document library\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2023\/02\/resolve-sharepoint-document-library-limit-by-creating-custom-sharepoint-library-structures-within-microsoft-dynamics-365-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[2362,1947],"tags":[1888],"class_list":["post-34019","post","type-post","status-publish","format-standard","hentry","category-marketing","category-sharepoint-security-sync","tag-dynamics-365-sharepoint-integration"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/34019","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=34019"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/34019\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=34019"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=34019"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=34019"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}