Automatically creating 2 folders within a Contact's sharepoint folder

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Posted on by Ben T

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Hello, we have our Contact entity connected to Sharepoint, and each contact gets a folder. However, it would be nice to have folders within this folder, such as "Folder A" and "Folder B." Is it possible to automatically have 2 folders get set up to exist within each Contacts folder? And would there be an easy way from within Dynamics to set a default folder, either Folder A or B, and then switch between the two as needed. Thank you in advance for any insights.

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Hi Ben,

Yes.

When you initially access the documents subgrid a new folder is automatically created – accompanied by a record in SharePointDocumentLocation table. This record is the glue that ties the SharePoint folder to a specific record in Dataverse. The referenced record is saved in the RegardingObjectId.

But if you want to create sub folders in SharePoint, you need do some customizations.

So you can refer following links to achieve it through power automate or code:

Using Power Automate (Flow) to Create Sub-Folders in SharePoint (loganconsulting.com)

Automatically create subfolders in SharePoint after record is saved in a model-driven App - pragmatic development (pragmatic-development.io)

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Ben T 803 on at

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very helpful, ty

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