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Customer experience | Sales, Customer Insights,...
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Dynamics 365 Sales SharePoint Integration - File Location

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Posted on by 6

I've gone through the steps to add files based on entities (Account), but in my SharePoint it shows under site contents instead of documents. Is there a way to make it so the account folder populates under the documents instead of site contents?

pastedimage1626706765093v1.png

pastedimage1626706785047v2.png

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi,

    Yes, you can change your Relative URL to Shared Documents to achieve this.

    Steps:

        1. Navigate to the Sales Hub -> Accounts->Documents.

            Account.png

        2. Click Edit Location button and then click your location.

            location.png

        3. Change your Relative URL to Shared Documents, save and close it.

            Shared-Documents.png

        4. Finally, upload a file and it will exist in the Documents of SharePoint.

            Result1.png

            4426.Result2.png

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