Can we have Separate Default SharePoint sites for Separate Accounts?

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Posted on by HenryBinan

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Hi,

Is it possible to have separate Default SharePoint sites for separate Accounts. I understand that this is not possible OOB. Is there any plug-in or solution that will do this?

Moreover, what I am looking for is that for all contacts of a particular account, Document Location of the contacts will link to the particular SharePoint site of that account and this should happen automatically.

Right now, by using OOB, I can manually link separate SharePoint sites to separate Accounts and even the Contacts will link to the SharePoint site of the Account (but this has to be done manually). But, I cannot access/view/upload files that are in the contact via the Document view of the Account.

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Customization / Solutions / SDK and API

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Johnny Gong 6,482 Moderator on at

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Good day Henry，

If my understanding is correct , you would like to separate default SharePoint sites for separate Accounts as your question title mentioned.

Since this community is mainly focused on D365 Application Issues. I would suggest you to post the ticket in SPS community where there will be more experts to help you on the issue within Plugin or solution:

social.msdn.microsoft.com/.../home

Hope the above would help.

Regards

Johnny

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HenryBinan 169 on at

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Thank you Johnny for the suggestion.

But, as this is for Integration mainly based on Dynamics 365 Accounts and settings/plugin/solution/workflow would have to be fixed/imported in Dynamics, would posting in SPS community be helpful?

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Javed Nehal 625 on at

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Hey Henry,

This is not possible OOB. We can enable entity based integration or Account/Contact based integration OOB.

When we click on Documents tab of a record in UCI, it creates an Account folder with respective name in SharePoint. You can change this using custom plugin and create a SharePoint site I believe but I am not sure how the permission will be managed here. Only Admins can create site in SharePoint.

Following link may give you some direction somewhere in this.

code.msdn.microsoft.com/.../sourcecode;pathId=1370335438

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Kokulan 18,054 on at

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Hi

I dont see why you cannot mannually create a second site and point the that as the Parent Document Location for Accounts entity

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