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Find the default Document location of a record with Power Automate to save a word doc in D365

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Posted on by dsammied

When I create a record in D365 a document location is generated in SharePoint as the default location of any document associated with that record.

If I create a word document in Power Automate from a template in SharePoint, how do I then add that word document to the document location of the record by automation?

Bearing in mind at this point I don't know the name of the folder that has been generated by the system.

So, I need to be able to see the document in the sub-grid in D365 and I know this is stored in SharePoint.

All I want to be able to do in the flow is find the folder or document location, and then tell the flow that this is the folder the word doc need to be put in. How do I do that please in Flow.

Regards

Sam

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Customization / Solutions / SDK and API

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Leah Ju Microsoft Employee on at

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RE: Find the default Document location of a record with Power Automate to save a word doc in D365

Hi Sam,

There is one entity named document location:

It is an own entity in CDS, that acts as the connecting part between CRM and Sharepoint.

It stores information like the regarding record, the relative url (= folder) and the parent document location (= parent folder).

Refer to the following link for more details:

http://crmaddicted.blogspot.com/2020/03/power-automate-get-absolute-sharepoint.html