Dynamics Community Forum Thread Details

Automatically creating new Sharepoint site for each Account in Dynamics 365

Hi,

A client of mine uses Dynamics 365 in combination with Sharepoint. This Sharepoint site is a site that was created specifically for Dynamics 365 files, so when the Files tab is opened on Accounts, Contacts, etc, the relevant documents can be stored.

Now I have received a question if it is possible to create an entirely new Sharepoint site for each new Account and connect that site with each new account. I had asked Microsoft through a support ticket and they told me it would technically *maybe* be possible by using Power Automate. And they advised me to ask around in the community, hence this question.

The ideal situation would be: When a new account is created -> create a new Sharepoint site -> link/connect this Sharepoint site to the created account, so when a user clicks on the Files tab (in Dynamics), this newly created site is opened and can be used to upload files in.

It would also be great if existing accounts in Dynamics could all have their own Sharepoint site.

I do have a little bit of experience with Power Automate on a small level, but nothing compared to this inquiry.

Could someone help us or let us know if this would indeed be possible at all?

Thank you!

Categories:

Dynamics 365 general

Power Platform integration

Yes, it’s possible, but not out of the-box. Dynamics 365 normally creates folders in one SharePoint site, not separate sites per account. To create a new SharePoint site for each account and link it, you can use Power Automate with SharePoint and Dynamics connectors. The flow you can design like this:

Trigger: When a new Account is created in Dynamics 365.
Action: Use SharePoint connector or HTTP request to create a new SharePoint site (requires SharePoint admin permissions).
Update Dynamics: Save the new site URL back to the Account record.

Create Document Location in Dynamics
Use Dataverse action: Add a new row in the Document Location table.
Set
Name: “Account Individual Site Documents”
Relative URL: folder path or root of the new SharePoint site.
Location: link to the new SharePoint site record.
Regarding: the Account record ID.

For existing accounts, you can run a similar Power Automate flow in bulk to create sites and update links.
Notes:

Creating SharePoint sites via Power Automate usually requires calling the SharePoint REST API or using the Microsoft Graph API, as there’s no direct “Create Site” action.
You’ll need admin rights and proper governance because creating many sites can impact SharePoint structure and permissions.

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