Hi everyone,
I’m working on integrating Dynamics 365 with SharePoint, and I have a specific requirement related to multiple teams. We have several teams such as Finance, M&A, and others, and each team has its own set of records like Companies, Contacts, Opportunities, and Leads in Dynamics 365.
Our goal is to ensure that when an opportunity is created by a team member from a particular team, the associated documents or folders are stored in the corresponding team’s document library in SharePoint. For example:
- If a Finance team member creates an Opportunity record, the documents/folder should be created in the Finance document library.
- If an M&A team member creates an Opportunity record, the documents/folder should be created in the M&A document library.
Currently, by default, all folders are created in the same SharePoint document library, but I want to segregate these based on the team, ideally using Power Automate or another method that allows for flexibility across different document libraries.
Has anyone implemented a similar setup where different teams have their records and documents stored in their respective SharePoint document libraries? Any guidance on how to set this up would be highly appreciated.
Thanks in advance for your help!
