Teams document location is not visible in files when creating document location using power automate

(0) Share

Report

Posted on by M. N. Quraishi

319

Hello Everyone,

The teams document location has been created using Power Automate. But the issue which I am facing is that the location is not visible within the regarding entity(like within the opportunity documents tab). Kindly have a look document location screen shot.

Everything is in place but the document location is not visible within the regarding record in documents tab. Kindly take a look below screen shot.

Kindly take a look and suggest on the same.

Thanks in advance.

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Yuri ji on at

Like (0)

Report

Hi Mohd,

You can try the suggestions below to see if they help you：

1. Read the following documentation to learn about integration with Microsoft Teams.

Document management with Microsoft Teams integration | Microsoft Doc

2. Teams might not have permission to view SharePoint documents.

3. You can try creating a flow, When a customer is created, a new Teams channel be created.

All documents regarding the customer should be put into this channel folder in a specific group.

You can refer to the following link.

Using flow to automate document locations in Dynamics 365 - Microsoft Dynamics CRM Community

Was this reply helpful? Yes No