Microsoft Dynamics CRM (Archived)

A SharePoint Folder for every existing CRM Account (SharePoint on Azure)

(0) Share

Report

Posted on by Community Member

Hi,

I would like a Sharepoint folder for every Account in CRM

*I already have server side integration

Do I have to manually open each account to create a folder in SharePoint?

Thanks

Sergio

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (0)

Goutham A 2 on at

Like (0)

Report

I think the folder creation is triggered when some one opens the account record(onload of account).

Was this reply helpful? Yes No
Suggested answer

MezMarianne 1,267 on at

Like (0)

Report

I think the folder creation is triggered when some one opens the account record - and navigates to the documents associated view for the first time.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi ,

You can create a Workflow to create a folder location for the record when a new account is created .

this way the folder will be created automatically .

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

I think so, do you have any idea how to do it?

I followed this guide but I believe it is for the Onpremise version

www.powerobjects.com/.../bulk-creation-of-sharepoint-folders-dynamics-crm

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

So you create a Workflow executing for the entity Account .

Starts on Create - Scope : Organization

you add a step : Create Record - Document Location Entity and you fill in the information needed .

you have a similar step in the article : image-pobjects.netdna-ssl.com/.../020413_1736_BulkCreatio8.png .

If you did the integration , the you should have some SharePoint Sites records to use as Lookup Relative Url

Hope it helps

Was this reply helpful? Yes No
Suggested answer

Nuno 2,005 on at

Like (0)

Report

Hi Sergio,

You may set up the out-of-the box CRM SharePoint integration, as explained next, but in this case the folder in SharePoint will be only created when navigating to the Documents Locations in the Account:

www.developer.com/.../creating-a-custom-repository-in-sharepoint-online-and-its-integration-with-dynamics-crm-online.html

If you would like to create a SharePoint folder when an account is created then consider create a workflow on account creation and to create the folder on SharePoint you may follow this sample here:

code.msdn.microsoft.com/SharePoint-Integration-c5f21604

Was this reply helpful? Yes No