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Customer experience | Sales, Customer Insights,...
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How to remove GUID from the share point document name

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What are the ways to remove the GUID from the document name. Can anyone please elaborate the process(I mean how to do it).

Thanks in Advance

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    on at

    Hi Abhi9,

    There is a way in which you can change the global setting for this within the application, but it requires making some modifications to your CRM/D365E Organisations global settings.

    To change the default behavior of the folder name we need to update CreateSPFoldersUsingNameandGuid property of organization to false.

    CRM’s/D365E’s Organisation settings are not exposed within an accessible format natively within the application.

    You can refer the following link to chage it through code:

    How to remove GUID from folder name in Dynamics 365 CRM and SharePoint integration | Microsoft Dynamics 365 CRM Tips and Tricks (inogic.com)

    However,To make changes to these settings within the application, the best tool available for both Online and On-Premise versions of the application is the Organization Settings Editor.

    How to remove GUID from a folder name in Dynamics 365? – Sumayya Aslam – Microsoft Technology Consultant (wordpress.com)

    Now if you click the “Document” of any record, it will create a folder name without the GUID. This will happen, only for the new Document folders. For old folders, you can manually change the name of the folder.

    Preventing Folder Names With GUID's in SharePoint (Dynamics CRM/Dynamics 365 for Enterprise) (crmchap.co.uk)

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