Dynamics 365 CE integrate with SharePoint folder structure

(0) Share

Report

Posted on by ALAN365

Hi,

One of step to setup dynamics CRM integrate with SharePoint is check Entity based folder structure, can select Account OR Contact. Is there any way to make Account and Contact same folder structure? Or set up deferent App setup different Entity-Based? For example, Sales Hub App is Contact based, Customer Service App is Account based.

Any idea/suggestion, pls share to me. Thanks.

All responses (3)

Answers (1)

Verified answer

Leah Ju Microsoft Employee on at

Like (0)

Report

RE: Dynamics 365 CE integrate with SharePoint folder structure

Hi Partner,

Maybe you can refer to the following link, which can help you create/change folder structure in SP through using Power Automate.

https://www.zachary-woods.com/automatically-create-custom-sharepoint-folder-structure-for-an-entity-in-dynamics-365-ce/
ALAN365 on at

Like (0)

Report

RE: Dynamics 365 CE integrate with SharePoint folder structure

Hi Leah, thank you for your response. I wonder if there is a way that using Power Automate forcing to create same folder structure in SP, not matter what entity, for example, Opportunity entity's folder structure in SP same as Contact-based integration folder structure.
Leah Ju Microsoft Employee on at

Like (0)

Report

RE: Dynamics 365 CE integrate with SharePoint folder structure

Hi Partner,

Unfortunately, you can't achieve it.