SharePoint integration - move files into folders using Document Associated Grid

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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 13,216 User Group Leader on at

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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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Community Member on at

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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 40,892 on at

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Hi Zoe,

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

We have to Open Location.

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