BC Setup

Below are the recommended steps in Business Central:

1. Verify Dataverse integration

   • Open the standard BC↔Dataverse integration setup and ensure the map includes the folder path field coming from CE (exposed as CE SP Folder Path or equivalent).
   • If needed, force an initial sync to populate BC records.
     
     
     

2. DocSolution – SharePoint Setup

   • In DocSolution SharePoint Setup, enter Tenant ID, Client ID and Client Secret (same values used in CE).
   • Test the connection; proceed only when valid.

3. Define Library (Storage “CE”)

   • Create a new DocSolution Library and set Storage = CE.
   • Set Site and Library Name exactly as in CE.
   • Folder Pattern: enable the flag that prefixes the mandatory “CE Folder Path” (auto‑inserted) and complete any additional structure.
   • Filename Pattern: configure how files are resolved/looked up.
     
     
     
     
     
     
     
     

4. Bind to table

   • On the Table (e.g., Customers), bind the newly created CE DocSolution Library.
   • Keep the CE Folder Path field hidden for end users (default) or expose it for diagnostics only.

5. Operational check

   • Open a synchronized Customer and verify in the DocSolution FactBox that CE files (e.g., Customer agreement) are available.
   • Open/download/upload to validate permissions and path resolution.

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