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Integrate records of CRM entity to sharepoint

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Posted on by swetz

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Hi Everyone,

I have integrated CRM Accounts entity to sharepoint. Account folder has been created. Now I want to create folders for every record of Account entity. I used https://community.dynamics.com/crm/b/jasonlattimersblog/posts/use-kingswaysoft-and-ssis-to-create-sharepoint-folders but unable to get the existing records of Account entity. If I run the fetchXML package I dont see any records read/write. Can anyone help how to link the records of crm to sharepoint.?

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Inogic 24,094 on at

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RE: Integrate records of CRM entity to sharepoint

Hi,

You can follow the same blog which you mentioned in your comment.

Basically, in order to create a folder in SharePoint you would need to perform the following two tasks:

Create folder in SharePoint and

Create appropriate Document Location record in CRM. If record already exists then use that record.

I think you are not creating Document Location record in CRM.

Please mark as verified if the answer is helpful.

Thanks!
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StefanS365 3,573 Most Valuable Professional on at

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RE: Integrate records of CRM entity to sharepoint

Hi Swetz,

You could use Flow to do this job. I've written a blog post about creating folders in SharePoint for accounts.

2die4it.com/.../

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