Automatically Create a Folder in SharePoint when a new Product is added in CRM Dynamics

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Posted on by Lund

Hi,

I have a problem that I can't figure out how to solve. I'm grateful for all tips and advice I can get.

To give you some background I have created a workflow in CRM that connects a product to the corresponding folder in SharePoint. So let's say I add product 1234, it will automatically create the path https://[companyname].sharepoint.com/product/1234. This works perfectly when I already have created a folder in sharepoint named 1234 to map it to. I can then easily add documents from CRM or sharepoint. The instruction I followed to do this is: http://crmbook.powerobjects.com/system-administration/sharepoint-document-management/beyond-basic-integration/bulk-creating-sharepoint-folders-and-automatic-integration-with-dynamics-crm/

The problem occurs when I'm adding new products that don't have a folder in sharepoint. I would therefor want to create a workflow where it first creates a folder with the product name, and then continue with the existing workflow which maps it to this folder.

Let's say I'm creating product 5678, then I want the workflow to create a sub-folder in the folder Product with that name, and then map to it automatically through the path https://[companyname].sharepoint.com/product/5678

Grateful for all tips and advice!!
Thank you

Olivia

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Wayne Walton 13,730 on at

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This should do what you want: community.dynamics.com/.../automatically-create-folder-in-sharepoint-avoiding-pop-ups-in-dynamics-crm-2016

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Lund on at

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Hi, and thank you for your quick response.

I went through the steps, but my document management settings doesn't look the same as shown in that guide. When I choose which Entities I want to create folders for, and click next, I only get the option Select folder structure - based on entity. Not the second choice explained in the guide "automatically create folders". Could there be a setting I need to change?

Thanks very much

Olivia

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Inogic 703 on at

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Hi Lund,

“Automatically create folder” setting is available on 2016 online environment under Document Management Settings.

However you can also create folder programmatically on your SharePoint site, please refer below link for reference
http://www.inogic.com/blog/2015/10/programmatically-create-folders-and-upload-files-in-sharepoint-server-2013-through-plug-inworkflow/

Hope this will resolve your issue.

Thanks,

Sam

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Lund on at

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Hi Sam,

That is so strange, since I have the latest CRM installed (2016), but I don't see the second option in that window. I'm not a programmer, so I won't be able to create folders programmatically. Any ideas why the check box "automatically create folders" doesn't appear for me?

Thanks for you help!
Olivia

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