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Integration between CRM and Sharepoint

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Posted on by LTishev

Hi Community,

The integration between CRM and SPO was successful, but there is one issue, which is appeared in created folder structure by flow/script. On the picture is shown the folder structure which is created by flow, but all folders cannot be opened in CRM and I cannot upload there a document. I should navigate to Sharepoint and there I am able to upload a file in the chosen folder. If I upload it through CRM, it is uploaded below the folder structure. Do you have any idea how to resolve it?

Thank you in advance!

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Inogic 24,031 on at

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RE: Integration between CRM and Sharepoint

With Attach2Dynamics document management app, you can easily upload files from CRM to SharePoint and it will be stored in SharePoint sites on the basis of hierarchy. To know more, please click on this link.

Hope this helps.

Thanks!
LuHao 40,866 on at

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RE: Integration between CRM and Sharepoint

Glad it was resolved.
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LTishev on at

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RE: Integration between CRM and Sharepoint

Hi all,

I found the answer which has been given by Lu Hao and it is a perfect solution - The folders are indeed not accessible in the Document subgrid, which is by design.

To open the folder in the subgrid, the user needs to click on "See associated records", which will also jump to the Related Document tab.

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