Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

Dynamics 365 Sales SharePoint Integration - File Location

(0) ShareShare
ReportReport
Posted on by 4

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
    Community Member Microsoft Employee on at
    RE: Dynamics 365 Sales SharePoint Integration - File Location

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,287 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans