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Folder Level structure

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Posted on by Radoslavov

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Hi All, i was wondering if this is expected behaviour or I'm missing some kind of configuration in my CRM, or if there is a workaround.

When i upload a file related to a Opportunity or Contact for an Account the files are going in a folder with the entity name under the Account's name, which is expected.

However, this is not the case for Lead or other entity that has a relationship with the account, and the files are rather going in a common folder called lead or whatever, and then a folder with the record's name.

I was expecting that there will be also a folder leads created under the account and all leads related to this account which have files uploaded will have a folder created, but that's not the case.

Is there a way i can have all files for other Account related entities to be created in a folder under the account as it is with the opportunity and contact?

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Radoslavov 380 on at

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Folder Level structure

This has been done already, otherwise opportunities and contacts folders wouldn't be created under the account folder in SPO
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RudyZhang Microsoft Employee on at

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Folder Level structure

Hi,

We have analyzed the information you have provided and we believe this one is related to the setting /Document Management/Relating to /SharePoint/ Integration in Dynamics 365 Advanced Settings.

If you need the system to create folders automatically, you can change the /folder structure/ setting on /Document Management Settings/ by selecting /Entity-Based/.

Please refer to the official documentation in the link below.
https://learn.microsoft.com/en-us/power-platform/admin/enable-sharepoint-document-management-specific-entities

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang