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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Disadvantages of using...
Customer experience | Sales, Customer Insights,...
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Disadvantages of using Default Sharepoint Document Locations?

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Posted on by yvka123 17

Hi everyone, 

when we started off with dynamics, we got adviced to create our own Sharepoint Document locations instead of using the default ones. So in our Lead to Opp Sales process, we create via power automate a document loc. when the lead is created that contains a certain folder structure. When the lead is qualified to an opportunity, the document location stays the same. 

In some cases though we have the situation to create an opportunity without beginning lead. The flow doesn't run in that case of course because there was no lead. So the crm is using the default document location for opportunity. 

Is there any disadvantage in using the default location? What is the difference then when no individuel location is created? 

Advice is highly appreciated! Thank you in advance 

Best regards 

  • yvka123 Profile Picture
    yvka123 17 on at
    RE: Disadvantages of using Default Sharepoint Document Locations?

    Hi Adrian,

    thanks for the link! I still don't see the issues though that could occur when using the default setup. Why could there be problems with a large amount of documents stored or why could people outside the CRM get troubles working with these documents?

    The set up of our auto create lead doc. location that we created with the help of a consultant looks exactly as the one Dynamics creates by default for the opportunity....?

    The links goes ....../lead/Forms/AllItems.aspx?Folder......

    and the default for opportunity goes ....../opportunity/Forms/AllItems.aspx?Folder........

    I can't see a difference here and therefore also can't see any disadvantages or advantages?

    BR

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,019 Super User 2025 Season 1 on at
    RE: Disadvantages of using Default Sharepoint Document Locations?

    Hi yvka123,

    This article explains the main disadvantages of the default setup of the Dynamics and SharePoint integration, and presents a better approach.

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