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Customer experience | Sales, Customer Insights,...
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uploading documents to different SharePoint sites based on entity

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Posted on by Jason Yeung 181

Hi,

I currently have Server-Based SharePoint Integration setup on my company's Dynamics CRM. In Document Management settings, I've enabled the Account and Opportunity Entities so that the documents are stored on a SharePoint site. This currently works fine.

Recently we created a new SharePoint site and want to setup a different entity in Document Management to store its documents there. However when I went to the Document Management section, the SharePoint defined is still the original one. There doesn't appear to be a way to setup the new SharePoint site for this entity. 

I was wondering is there a way to setup which SharePoint site the documents are uploaded to, depending on the entity? Below is the Document Management section:

2021_5F00_sharepointIntegration.JPG

Sincerely,

Jason

  • Suggested answer
    Timothy Bohte Profile Picture
    Timothy Bohte 2 on at
    RE: uploading documents to different SharePoint sites based on entity

    In the setup Dynamics links the SharePoint document locations relatively to the parent.

    You can however create custom SharePoint document locations and corresponding SharePoint folders by Power Automate Flow that is triggered on creation of the record. In this case Dynamics will not try to create a new SharePoint document location for the standard SharePoint site and will settle with the one you created.

  • Jason Yeung Profile Picture
    Jason Yeung 181 on at
    RE: uploading documents to different SharePoint sites based on entity

    Hi,

    I tried adding and editing the location after uploading the document, but it gives me the following error:

    Document library "msdyn_playbookactivity" has been renamed or deleted from SharePoint site

    "https://(site)/sites/BSSISalesDocumentsFolderTest". Rerun the

    document management wizard and try again.

    Sincerely,

    Jason

  • Suggested answer
    Yoshika Suzuki Profile Picture
    Yoshika Suzuki on at
    RE: uploading documents to different SharePoint sites based on entity

    I don't know how to specify it for each entity, but what about "adding a location" for the SharePoint site to the record?

    docs.microsoft.com/.../manage-sharepoint-documents-document-locations-in-dynamics-365-apps

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