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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Restrict Document Loca...
Customer experience | Sales, Customer Insights,...
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Restrict Document Location Creation during Documents selection from Related Records

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Posted on by Saratha 619
Hi All,
 
I am working on Dynamics 365 Online with 9.2 version.  Integrating SharePoint document location with D365 and not enable Folder structure while document settings for Account. Because the requirement is folder structure is different from out of box folder structure. 
 
We have integrated document location creation while creating Account record by using Power Automate.  Facing issue is while selecting Documents from the Account Related records, eventhough folder structure not enable still the out of box function triggering and creating document location folder.  How to restrict it?
 
Our folder structure : AccountName - AccountId(Auto Number)
Out of box folder structure - AccountName - AccountId(Unique Id) -- Would like to restrict it
 
Thanks and Best Regards,
Saratha.
  • Saratha Profile Picture
    Saratha 619 on at
    Restrict Document Location Creation during Documents selection from Related Records
    Hi Dengliang Li,
     
    Thank you for your response.  It is very useful reference site which you have shared. I have one more clarification.  While creating record, the flow is triggering and starting to create a Record folder. But during creation time, if user access the Documents from Related, the out of box folder structure is creating. Means it will be like <RecordName>_<Guid>. 
     
    So, two document location will be there.  One is out of box automatic folder and another one is whatever we have created folder.
     
    Could you suggest how to restrict it out of box while accessing Documents.
     
    Thanks and Best Regards,
    Saratha.
  • Saratha Profile Picture
    Saratha 619 on at
    Restrict Document Location Creation during Documents selection from Related Records
     
    Thank you for your response and sorry for the late reply.
     
    Yes. I  have done whatever you explained.  The problem what I am facing, we have created one tab for keep document Subgrid control.  While creating record, the flow is triggering and creating folder in SharePoint. Here the problem is, before creating folder, if Documents tab opened, automatically the out of box folder creation is triggering. I think while onload documents the out of box folder will be created if no document location. I would like to fix this issue.  For time being deleting or renaming the out of box folder.
     
    Thanks,
    Saratha
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Restrict Document Location Creation during Documents selection from Related Records
    Hi,
     
    Has the issue been solved?
    Have there been any updates? Please feel free to ask me if you have any questions!
    If it has been resolved, can you mark the response as an answer?
     
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Restrict Document Location Creation during Documents selection from Related Records
    Hi,
     
    You can refer to the following link to create a custom document location for a CRM record.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     

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