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Hi,
I am using the Document Management function in Dynamics 365 to generate folders on our SharePoint page. It is linked and it works, the only issue i'm finding is that I have to manually click into the Documents option on the record itself for it to generate the folder. Is it possible so that when the record is created the Document Management tool is run and it creates a folder in the SharePoint page.
Any help would be much appreciated.
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Hi,
Yes it is possible with various different options.
1) With Flow: You can trigger the flow when the record is created and then create the document location.
community.dynamics.com/.../using-flow-to-automate-document-locations-in-dynamics-365
2) You can use your own custom code to build a workflow which triggers on record creates, calles SharePoint Rest API's and then create the folder location in CRM and folder in SHarepoint
but you need to use SharePoint Rest API to create a folder. You can refer the below sample code a as starting point.
code.msdn.microsoft.com/SharePoint-Integration-c5f21604
3) You can use any of the third party paid add on's which are available in the market like Attachment Extractor from mscrm addon.
Hope this helps.
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