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SharePoint integration - move files into folders using Document Associated Grid

Posted on by 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.

  • 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. 

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