Dynamics Community Forum Thread Details

SharePoint Integration

Hi all

I'd like to turn on SharePoint integration so that we can start adding files to Dynamics.

We currently have a SharePoint site where we have a very....organic file structure.

I'm assuming that, given we have a nest of folders, it may be better to create a new SharePoint site for our files, and give each client a folder where the folder name matches the client name in Dynamics. Is that the best plan in this instance?

From what I can see, Dynamics will then create subfolders within that client folder for each entity type. Are able to create our own folders in the client folder, as long as they don't match the entity names?

Olly

Please see the suggestions below.

"I'm assuming that, given we have a nest of folders, it may be better to create a new SharePoint site for our files, and give each client a folder where the folder name matches the client name in Dynamics. Is that the best plan in this instance?"

Since your existing document library/folder structure is not designed to work with Dynamics 365, it would be better to create a separate site collection to integrate with Dynamics 365.

You can create your own folders from Dynamics Documents tab or directly from Sharepoint and these folders will appear in Dynamics tab for that particular client. Yes, you are right, you should avoid creating folders manually with entity names such as opportunity, quote, etc but if a folder with the same name already exists with content, it won't delete the content as far as I know.

Please note Dynamics will not create entity related folders like the opportunity/quote/order folder under client until you create the records and navigate to the documents tab.

If your organization is using teams to collaborate, there is also now another way to store and share files against Dynamics 365 records

https://docs.microsoft.com/en-us/dynamics365/teams-integration/teams-integration

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