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"Root folder not found" automatic folder creation on Sharepoint Document Location

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Posted on by 17

Hi everyone, 

I am facing an issue with the automatic folder creation / creation of a document location on Sharepoint. I have already created similar flows for Quote and Leads, and successfully created one for Cases in our Dev-environment. 

After successful testing I wanted to build it for Cases in our Prod-Environment, but for some reason, in the Prod-Environment I get the following error when executing the Flow: 

Root folder is not found.
clientRequestId: d39c3674-0996-485e-beda-bf59295838fa
serviceRequestId: d39c3674-0996-485e-beda-bf59295838fa 

It happens when a txt. file should be created on sharepoint that will be deleted in the following step. 

I can't really understand the issue here... I haven't done anything differently than what I did for the other entities - am I missing something? How can it work for the Dev, but not for the Prod when the steps are exactly the same (only URL etc. matched for the Prod-Environment of course). 

Any ideas? 

Many thanks in advance! 

I have the same question (0)
  • Suggested answer
    Ayaka Iwai Profile Picture
    Microsoft Employee on at

    Can you copy the Dev-environment or export it as a solution?

    I recommend you to create a support ticket for further investigation.

    We can look into this issue in detail if you provide org URL and timestamp in addition to RequestId.

  • Community Member Profile Picture
    on at

    Hi there,

    I'm actually also getting the same issue. It worked at first, but then kept getting the same error:

    Root folder is not found.

    clientRequestId: 2c9bef06-133e-46fd-b7fb-4d42ff68b8bc

    serviceRequestId: 2c9bef06-133e-46fd-b7fb-4d42ff68b8bc

  • yvka123 Profile Picture
    17 on at

    Hi Dan,

    in my case the issue was that the document management setting for cases wasn't enabled in our Prod-System... I activated it and now it works. (Advanced settings -> Document management -> Document management settings)

    Not sure if it helps in your case as well but it's a try.

    Best regards

  • CU19081128-1 Profile Picture
    2 on at

    Hi,

    I had the same issue. In my case, when I created a file in the Contact folder using a Power Automate flow, the file was created successfully. However, when I tried to create the file in the Case folder, I received the following error:

    Root folder is not found.
    clientRequestId: 40330da7-23fd-44cd-af4d-906b4505d7fc
    serviceRequestId: 02bf32a2-0046-2001-b169-bb48e8e1c905

    I was able to resolve the issue by using the table's logical name (incident) instead of the display name Case.

    After making this change, the flow worked successfully for me.

    I hope this helps others facing the same issue.

  • Suggested answer
    Syed Aqib Raza Profile Picture
    76 on at

    The fact that the same flow works in DEV but fails in PROD with “Root folder is not found” usually points to the SharePoint site/document-location configuration or connection, rather than the Case table itself.

    For the PROD environment, check these first:

    1. Open Document Management Settings in Dynamics 365 and verify that the SharePoint site configured for PROD is the correct site and is accessible.
    2. Check that the SharePoint connection used by the flow has permission to the PROD SharePoint site and document library.
    3. Verify that the Document Location record in Dataverse points to the correct SharePoint site/document library and that the parent/root location exists.
    4. Compare the DEV and PROD SharePoint Site, Document Library, and Document Location records. Don't only compare the URLs in the flow.
    5. Check whether the folder that the flow expects as the root folder actually exists in PROD.
    6. If the flow creates a temporary .txt file and then deletes it, make sure the Create file action is pointing to the correct SharePoint site and library. A wrong site/library path can produce this error before the file is even created.

    A particularly useful test is to open the failing Create file action in the PROD run history and verify the exact Site Address and Folder Path being passed. If the folder path is built dynamically from the Dynamics Document Location, check the value at runtime rather than relying on what is configured in the designer.

    Since your DEV flow works and PROD doesn't, I would compare the actual Document Location hierarchy and SharePoint integration configuration between the two environments first. Recreating the flow is unlikely to fix it if the PROD root/document location is missing or incorrect.

  • ParthPatel249 Profile Picture
    116 on at

    Great question, and this is a classic Prod vs Dev mismatch issue. Here's what's likely going on and how to fix it:

    Why it works in Dev but not Prod

    The "Root folder not found" error usually means the base SharePoint folder for that entity (Cases in your situation) hasn't been initialized in the Prod environment yet. In Dynamics 365, the root folder for an entity is only created the first time someone opens the Documents tab on a record manually. If no one has done that in Prod, the root doesn't exist yet and your flow fails trying to build on top of it.

    How to fix it

    Manually initialize the root folder - Open any Case record in Prod, click the Documents tab, and let Dynamics 365 create the base folder in SharePoint. Do this once and it sets up the root for all Cases going forward.

    Check your SharePoint Document Management settings in Prod - Go to Settings > Document Management > Document Management Settings and make sure Cases is enabled and pointing to the correct SharePoint site and library in Prod, not Dev.

    Verify the Parent Site/Location record exists - Your flow likely references a Document Location record as the parent. That record exists in Dev but may not have been created in Prod. Check in Dynamics 365 under Document Locations and confirm the root location for Cases is there.

    Check SharePoint library structure - Make sure the Cases folder/library actually exists on the Prod SharePoint site. If the flow was set up by copying from Dev, the library path might resolve correctly in Dev but be missing in Prod.

    Best practice going forward

    After setting up Document Management for a new entity in any environment, always open one record manually first and click Documents. This seeds the root folder and prevents this exact error before any automated flows run.

     
     


     

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