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Hello
I've integrated CRM with share Point and after that when ever i try to open the documents from CRM using default site location it uses the GUID to create a folder in share point. I want to change the document name from GUID to number or title. How can i do that?
can we add share point folder location as the default location in the CRM ?
Hi Abhi9,
As per my understanding, you need to write a plugin, workflow or power automate to modify the out-of-the-box behaviour.
Let me know if I can provide you with more details.
Thanks
Regards,
Abdul Wahab
Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
yes please can you provide me a solution for that
Hi,
On pre-create of document location table, you can write a plugin or on create you can write workflow in which modify name/title.
You can create Azure logic Apps on create of case.
If you require solution please let me know.
Thanks,
Arshad
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