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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Share point Document name
Customer experience | Sales, Customer Insights,...
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Share point Document name

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Posted on by Abhi9 15

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 ?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    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

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,085 Moderator on at
    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 Profile Picture
    Abhi9 15 on at
    RE: Share point Document name

    Hello 

    yes please can you provide me a solution for that

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,085 Moderator on at
    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

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