Morning.
We are in the process of migrating Dynamics CRM 365 V 8.2 from on-premise server to different server(AWS). After migration and import the org, when we deactivate Share Point site (exists) and create new SharePoint site in CRM > Settings > Document Management > Sharepoint Sites and run the wizard CRM > Settings > Document Management Settings,
will the existing folder and files will be visible automatically under their respective entities > documents or do we have to do any configuration changes in CRM to show the folders/files under respective entities.
So far following steps completed.
1. Spin up new CRM instance in target server.
2. Take backup of existing (source) Contoso_MSCRM database.
3. Restore database "Contoso_MSCRM" backup file in target CRM SQL server.
4. import the organization using Deployment Manager.
Still to do:
1. Deactivate existing site record (CRM > Settings > Document Management > SharePoint Sites > Default site > Deactivate )
2. Create new SharePoint site (CRM > Settings > Document Management > SharePoint Sites).
3. Run the wizard (CRM > Settings > Document Management Settings).
By doing above steps, the folder and files ( which were created through source CRM in SharePoint) will reflect in our target CRM or do you have to any other steps to get visible those folders and files?
