I have a requirement in that I need to automatically create the SharePoint Document Locations for existing records in CRM ready for Data Migration.
So that I can import documents into the SharePoint document location associated with the record, I need to somehow get the system to create the document locations for all the existing records. Does anyone know how to do this?
Hi partner,
You could use flow to achieve the requirement.
Please refer to the following blogs.
community.dynamics.com/.../using-flow-to-automate-document-locations-in-dynamics-365
baddaz.com/create-your-own-document-locations-in-dynamics-365-using-flow-9649ecaf3672
Hope it helps.
Best Regards,
Leo
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