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Dynamics SharePoint OOTB - Specif folder

Posted on by 93

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

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: Dynamics SharePoint OOTB - Specif folder

    Hi Pierre-Olivier 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/.../

  • RE: Dynamics SharePoint OOTB - Specif folder

    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

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Moderator on at
    RE: Dynamics SharePoint OOTB - Specif folder

    Hi Pierre-Olivier Pujol,

    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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