Dynamics Community Forum Thread Details

Sharepoint folder provisioning

Dear all,

I've an dynamics 365 and SharePoint online instances, I've succesfully integrated a Library with the Account and I would like to link an additional Library to the Account. For this I've created a workflow which create the second SharePoint document location. It's almost working but for this second Library I've to Edit and Save the document location from the account in order to create the folder ?

Does any one know how to create the folder from the workflow ?

I've tried to add - Action Provision SharePoint Document Libraries - in my workflow but I'm struggling with the parameter to set ! any idea ?

Thanks for your support

You have to create the folder in Sharepoint in your second location before you create the second Document Location in CRM.

You can use either custom code to connect to SP using REST api or you could use Microsoft Flow to do the same.

I prefer flow as its meant for this kind of stuff and no need to do any REST API calls or custom code.

Your flow could trigger whenever a document location is created for Account. The flow then could create the folder for the account in your second location in SP and then create the Second Document Location in CRM.

Please see the following flow example.

Its not for the same purpose but it has all the steps you need

community.dynamics.com/.../use-microsoft-flow-to-move-notes-attachments-from-dynamics-365-to-sharepoint

https://community.dynamics.com/365/customerservice/b/futurezconsulting365ce/archive/2018/08/21/flow-examples-note-attachment-to-sharepoint

Hope this helps

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