SharePoint integration - move files into folders using Document Associated Grid

(0) Share

Report

Posted on by Community Member

Our Dynamics users want to be able to create sub-folders in a document location and then move existing files into those folders via the Document Associated Grid.

Does anyone know if there is a way to move files into sub-folders via the Document Associated Grid? I have tried dragging and dropping and also explored all the command bar options but, apart from Open Location (which takes the user to SharePoint itself), I cannot find a way to do this. Our users are not being given direct access to SharePoint.

Any help gratefully received.

I have the same question (0)

All responses (3)

Answers (2)

Verified answer

meelamri 13,218 User Group Leader on at

Like (0)

Report
Copy link

Link copied!

Hello,

I am afraid that this is currently not possible from the CRM. Users should open the SharePoint location and move their files.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Our Dynamics users want to be able to create sub-folders in a document location and then move existing files into those folders via the Document Associated Grid.

Does anyone know if there is a way to move files into sub-folders via the Document Associated Grid? I have tried dragging and dropping and also explored all the command bar options but, apart from Open Location (which takes the user to SharePoint itself), I cannot find a way to do this. Our users are not being given direct access to SharePoint.

Any help gratefully received.

Was this reply helpful? Yes No
Verified answer

LuHao 40,892 on at

Like (0)

Report
Copy link

Link copied!

Hi Zoe,

Unfortunately, we cannot move files to folders in Document Associated Grid.

We have to Open Location.

Was this reply helpful? Yes No