SharePoint and Dyn 365 Integration - Folder structure under the Entity Contact - is not Set

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Posted on by Roxana

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Hello People!

We have enabled the "Sharepoint Integration" to DynamIcs 365: Settings/Document Management/Document Management Setting.

The entities checked were: Account, Case, Contact, and others.

The entity for the folder structure: "Contact".

But when the user saves the files in a case, these files are not saved under the "based Contact Entity", instead the file is saved under the "entity where the user uploads it

Example:

1-Contact Folder

--1-1-Name of the Contact Created (Folder)_GUID

2-Case Folder

---2-1-Name of the Case created (Folder)_GUID

When the "Based Entity is Account, the result is correct, but not with "Contact" Entity.

We expect:

1-Contact Folder

--1-1-Name of the Contact Created (Folder)_GUID

----1-1-1-Case Folder

----------1-1-1-1-Name of the Case Created (Folder)_GUID

Please your help.

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JeffGreenrc on at

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Any suggestions to fix this issue with contact and case. i am running into same problem.

pls help

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