Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Dynamics 365 general forum / SharePoint integration...
Dynamics 365 general forum
Answered

SharePoint integration - move files into folders using Document Associated Grid

(0) ShareShare
ReportReport
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.

pastedimage1620372810643v2.png

Any help gratefully received.

Categories:
Integration with Other Products
  • Verified answer
    LuHao Profile Picture
    LuHao 40,866 on at
    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 Profile Picture
    Community Member Microsoft Employee on at
    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.

    5556.pastedimage1620373220904v1.png

    Any help gratefully received.

  • Verified answer
    meelamri Profile Picture
    meelamri 13,198 User Group Leader on at
    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. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,532 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,501 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans