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Hello,
Using the OOTB CRM online - Sharepoint online interface, is it possible to store CRM document under a specific folder of the Sharepoint site?
The site address is mycustomer.sharepoint.com/.../SITEA
and I would like to store CRM under the SITEA/folderA/FolderCRM
Then CRM would create folders as needed.
When I try and put the url to the Site and subfolders instance this doesnt work, only sites are accepted.
Any idea how to achieve this?
thank you
PO Pujol
You can specify a specific site but not the folder as per my little knowledge. Whenever you are uploading documents... Here is where the game starts for you to write something to extend the behaviour.
Let me know if I can provide you with more details.
Thanks
Regards,
Abdul Wahab
Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../
Hello Abdul,
I do note want to use several Sites, I would just need to start from a specific SharePoint Folder and put documents as it is offered "by design" Yes more details would be welcomed!
PO
Using out-of-the-box share integration. You can define one site at a time. You can use a specific folder but it must be generated from the CRM when you are configuring your table.
You can extend the behaviour easily using power automation.
Let me know if I can provide you with more details.
Thanks
Regards,
Abdul Wahab
Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Direct/WhatsApp:+923323281237
E-mail: abdulwahabubit@outlook.com
Skype: abdul.wahabubit
Linkedin: www.linkedin.com/.../
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