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Hi Folks,
A Document Library is created for each Entity after enabling the SharePoint Integration and in those Document Library's Folders are created for each entity record,
but is it possible to create a document library and not just a folder in the entity's Document Library for each entity records on SharePoint ?.
Do you want to create more libraries in the entity's document folder?
You can create subfolders.
Hi Vidit,
So you want to create a document library for every record right?
It won’t be available with the standard SP integration, but you could create it with a cloud flow.
Not sure if you are going to bump into SP limitations on the number of document libraries one can create in 1 SP site
Hi Yoshika I have created sub folders but I wish to create a document library for Entity record
Hi Marcel,
In my case there will be only a single effective entity that is accounts I was also wonder to do the same with cloud flows but I am still not able to figure out on how I can attach that document library to that records document location in CRM, as later I am displaying the same document location on a Power portal.
Reason I wish to create a document library is as over 5k records a document library starts misbehaving when it comes to viewing files as the viewing threshold is 5k records if i am not wrong.
In fact you can point every record to its own sharepoint location. There is no need for a specific structure from crm standpoint.
As long as there is a document location record for the account that you have opened, the documents tab will point to that location.
But if there is NO document location record, crm will create one and also the SP location.
If it is very likely that all your account will have documents, then I suggest to create a document location record on create of a new account.
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