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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create custom document...
Customer experience | Sales, Customer Insights,...
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Create custom document location with folder on SharePoint as the user who creates a Lead

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Posted on by KVa 293

Dear community,

I am trying to create a workflow (flow or dynamics) which creates a new document location and the corresponding folder on SharePoint. The trigger for the workflow is when a new Lead is created. The creator of the new folder in SharePoint must be the user, who created the new Lead.

Using Dynamics workflows I am not able to create the folder on SharePoint.

Using Flow, I am not able to set the user, as the user who created the lead.

I have the same question (0)
  • Ioannis Vrasenikis Profile Picture
    Ioannis Vrasenikis on at

    Hi KVa,

    I could find another blog post which is addressing your requirements via Flows.

    https://community.dynamics.com/365/b/dynamics365enterprisecloudfronts/posts/create-folder-strucutre-in-sharepoint-using-ms-flows

    This post originally was created by the partner CloudFronts, which you can find here: https://www.cloudfronts.com/create-folder-strucutre-in-sharepoint-using-ms-flows/

    Would this approach fulfil your needs?

    Let us know

  • KVa Profile Picture
    KVa 293 on at

    Hi Ioannis,

    thank you for the insightful links. Unfortunately, the flow approach always creates the folders as the user who created the flow, not as the user who triggered the action by creating the lead.

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