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

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Posted on by 315

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.

pastedimage1660815940484v1.png

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.

pastedimage1660816133842v2.png

Kindly take a look and suggest on the same.

Thanks in advance.

  • Suggested answer
    Yuri ji Profile Picture
    Yuri ji on at
    RE: Teams document location is not visible in files when creating document location using power automate

    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

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