Hello everyone,
In SharePoint I have a document Library called 'Pool' that is a pool of documents for different companies, and its structure is as follows:
- Folder 'Company 1'
- Folder 'Legal Documents'
- LegalDoc1.pdf
- LegalDoc2.pdf
- LegalDoc3.pdf
- Folder 'Official Certificates'
- OfficialCertificate1.pdf
- OfficialCertificate2.pdf
- OfficialCertificate3.pdf
- Folder 'Presentations'
- Presentation1.pdf
- Presentation2.pdf
- Presentation3.pdf
- Folder 'Company 2'
- Folder 'Legal Documents'
- LegalDoc1.pdf
- LegalDoc2.pdf
- LegalDoc3.pdf
- Folder 'Official Certificates'
- OfficialCertificate1.pdf
- OfficialCertificate2.pdf
- OfficialCertificate3.pdf
- Folder 'Presentations'
- Presentation1.pdf
- Presentation2.pdf
- Presentation3.pdf
- Folder 'Company 3'
In Dynamics I added a canvas app that allows me to select multiple documents from the above, and once a button is clicked, a power automate flow runs and:
- Creates a new Folder in Sharepoint containing the selected documents.
- Creates a document location in Dynamics pointing to the created folder in Sharepoint.
- Relates the Document Location to the Dynamics record.
However creating so many instances of the same documents is becoming redundant and filling my Sharepoint with unnecessary files. Is there a way to relate the Dynamics record to the selected documents without copying them to a new folder and relating its Location?
For example if I need LegalDoc1.pdf from Company 1 and OfficialCertificate1.pdf and OfficialCertificate2.pdf from Company 2, can I relate their current locations in Sharepoint to my Dynamics record?
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