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ReportHi, when we create a new account or contact, the share point folder for this person will be created automatically? or it is created automatically when uploading documents manually.
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Hi, when we create a new account or contact, the share point folder for this person will be created automatically? or it is created automatically when uploading documents manually.
Hi,
You need to first check if there is a folder location exists and also if the respective folder exists in SharePoint or not. Based on the results, use SharePoint API's to either create the forlder first and upload the document.
Take a look at this thread if you want to create folders/ upload document-
community.dynamics.com/.../980906
Hope this helps.
Hello,
Thanks for reaching out to Microsoft dynamics CRM Forum.
As per your query : When SharePoint is enabled, for record types that support document management, a default document location (folder) is automatically created on SharePoint the first time you go to the Documents tab. The name of the document location is in the following format: <record_name>_<record_id>.
By default, the location is set to Documents on Default Site 1.
More Information here : docs.microsoft.com/.../manage-sharepoint-documents-document-locations-in-Dynamics-365-apps
Regards,
Arshad
Microsoft Support
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