Need assistance on D365 and SharePoint Integration !

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Posted on by SureshVandadi

Hi All,

I am trying to setup document management and integrating my D365 with SharePoint.

When I do that, I see a folder created for account and opportunity(as parent folders), and subfolders with GUID appended will be created for each account and opportunity within these parent folders to save the documents.

So my document of Account A will go to relative path of that particular account and same with Opportunity.

Now I need to achieve a case: I have an account A and an Opportunity O which is tied to account A.

1. All the documents that I upload to Account A should go to relative account path in SharePoint.

2. All the docs that I upload to Opp O should also go to relative account path A as it is associated on this opportunity.

Any thoughts to achieve this ?

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Michel van den Brink 4,697 on at

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Hello,

In order to have a folder structure where your Opportunity documents are grouped by their associated Account, you need to enable the 'Based on entity' checkbox in the Document Management Settings wizard.

Go into the Settings area and select 'Document Management'

In the following pop-up, make sure all the entities you need (such as Account and Opportunity) are enabled and then click 'Next'

On the next screen is where you configure the folder structure you want.
Enable the 'Based on entity' checkbox and then select 'Account'

You'll notice that a tip appears underneath this option explaining the new folder path.

If you have an Account named 'Contoso' and an Opportunity named 'New Lightbulbs' your SharePoint document location for this Opportunity would be:
/account/Contoso_defb909c-4c17-4b13-83e7-2d6c0e506a69/New-Lightbulbs_f49d2392-00b1-4a59-9bf7-74b5a2a26d39/

Hope this helps you. If you have any other questions, please let me know.
And if you found my answer helpful, please mark it as such/verified :-)

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