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Share point Document name

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Posted on by Abhi9

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 ?

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Community Member Microsoft Employee on at

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RE: Share point Document name

Hi,

You can create Azure logic Apps on create of case.

If you require solution please let me know.

Thanks,

Arshad
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Abdul Wahab 12,070 Super User 2024 Season 1 on at

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RE: Share point Document name

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.
Abhi9 15 on at

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RE: Share point Document name

Hello

yes please can you provide me a solution for that
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Abdul Wahab 12,070 Super User 2024 Season 1 on at

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RE: Share point Document name

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