Dynamics Community Forum Thread Details

After integrating with SharePoint, is there a way to automatically create folders for every record

I just recently integrated Dynamics with SharePoint and I was hoping to build a flow that populates the folder related to each record when a file comes through. However, the folders are only created when the Documents tab is accessed in the record. I was wondering if there was a way to automatically create folders for each existing record so I can begin building the flow. If anyone has any insight about this that would be so beyond helpful. Thanks!

Hi Caleb,

Yes, you can automatically create folders for every record. Our “SharePoint Security Sync” a Preferred app on Microsoft AppSource can help you do this!

This solution automatically helps you create folders in SharePoint on a real-time basis. For example, if you create a new record or change the record status, then according to your selection, automatically a folder will be created in SharePoint. It also offers other helpful features such as Auto Create Folder, Bulk Migration of attachments from CRM to SharePoint, Upload, Download, Copy/Move attachments and a lot more!

SharePoint Security Sync allows you to create associating document folders against CRM records and sync security privileges from Microsoft Dynamics 365 CRM to SharePoint. This ensures secure and reliable access to confidential documents stored in SharePoint.

Get started with a 15 days free trial by downloading from our website or Microsoft AppSource. Once installed you can refer our online help docs to assist you further in the process.

For more information or a live demo, feel free to reach out to us at crm@inogic.com

Thanks!

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