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Sharepoint Folder to Dynamics

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Hello,

How is it possible to link Sharepoint to Dynamics. We aready have the sharepoint Folder but We can't match it together.

Exemple

mysharepoint.com/Vente/Shared files/folder_X

How can I link the folder_x to a specifik opportunity. ?

I put The SharePoint site in Dynamics 365 > settings >Sharepoint Site  with the correct url: mysharepoint.com/Vente/ it's have been validate by dynamics.

How can I add mysharepoint.com/Vente/shared file like a SharePoint site?  

share file is part of the content site, if I try to add "share file" in the SharePoint sites I have an error.

I can't add to Dynamics>settings> SharePoint Document Location in the Relatives URL because Relatives URL want a folder name

I didn't find a good solution to resolve this.

Thanks in advance

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sharepoint Folder to Dynamics

    Hi Ludovic1,

    I'm not sure what does "I can't add to Dynamics>settings> SharePoint Document Location in the Relatives URL because Relatives URL want a folder name" mean.

    Have you tried this:

    1.Navigate to SharePoint Document Location to add a location which Parent Site or Location is mysharepoint.com/Vente/ and Relatives URL is Shared files.

    2275.pastedimage1630979920290v1.png

    2. Then add another location regarding to your opportunity which Parent Site or Location is the location you created just now.

    5808.pastedimage1630980048223v2.png

    If I misunderstand, please correct me.

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