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Document Location - Changing SharePoint filename

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Posted on by Lee-Martin

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When uploading a document to SharePoint via D365, the folder is named in SharePoint using the guid.

Is there a way where I can change the name to choose a folder name of our choosing?

Thanks

Lee

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Hi Lee,

By default, the document location folder name is 'record name + GUID' format.

You can click ‘Edit Location’ button to change folder name with any value manually in each record.

If you don't want to guid in folder name, you can refer following steps to remove guid when the record is created.

1.Go to Releases · seanmcne/OrgDbOrgSettings · GitHub webdite to download solution.

2.Go Settings > Solution to import the solution that just downloaded.

3.Double-click the solution to open it.

Locate the “CreateSPFoldersUsingNameandGuid” and then click the “Add” link, then “Edit” and then change the Current Value from true to false

4.Test.

Crete new record and check folder name.(Note: )

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Lee-Martin 517 on at

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Thank you for your answer.

However I forgot to mention that I need to do this via a Flow, as it needs to be done automatically on creation.

Thanks

Lee

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Hi Lee,

The following link can help you change folder name in the flow:

Solved: Update name of SharePoint folder when Account is m... - Power Platform Community (microsoft.com)

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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