SharePoint integration - move files into folders using Document Associated Grid

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Posted on by Community Member Microsoft Employee

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.

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LuHao 40,872 on at

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RE: SharePoint integration - move files into folders using Document Associated Grid

Hi Zoe,

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

We have to Open Location.
Community Member Microsoft Employee on at

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SharePoint integration - move files into folders using Document Associated Grid

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.
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meelamri 13,204 User Group Leader on at

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RE: SharePoint integration - move files into folders using Document Associated Grid

Hello,

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