CRM online and SharePoint online custom folders

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Posted on by Community Member

Hi All,

Thanks in advance for your help.

Is there a way to change the way CRM creates folders in SharePoint? Currently it creates folders for each type of entity, with the customer as a sub-folder, like this;

7725.CRM1.jpg

What I would like to do is have CRM create 1 folder for each company under a main folder of Clients, and under that, create all sub-folders relating to that client, like this;

If possible, I would also like to create extra, custom sub-folders with specific permissions.

Thanks again for any help provided!

Regards

LukeB

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ScottDurow 21 on at

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You can configured hierarchical folders where the child record folders to account will be stored under the parent account folder - see www.powerobjects.com/.../crm-2011-sharepoint-2010-configuration-and-folder-structure

Hope this helps

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Community Member on at

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Hi Luke,

Hope you find this helpful www.powerobjects.com/.../create-crm-2011-sharepoint-sub-folders

Thanks!

Vineet Nair.

Microsoft Dynamics CRM support.

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ScottDurow 21 on at

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How did you get on with this Luke?

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Pratibha Singh on at

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You need to write custom coding for that implementation. You can leverage out of box document management but need to write a plugin for folder and hierarchy creation.

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Community Member on at

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Thanks all,

I have been able to create custom sub-folders in SharePoint. I will take my next question to the sharepoint community as I need to assign custom permissions for each folder.

Thanks for the suggestions.

Regards

Luke

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