Dynamics 365 to SharePoint Document Management Integration

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Posted on 24 Apr 2018 22:34:18 by Community Member

Using Dynamics 365 ver 9.

Our SharePoint deployment has 500+ sub-folders that contain agreements for each of the 500+ Accounts. I would like to create an Absolute URL + Relative URL location to the existing documents' sub-folders.

I created the default Absolute URL with no problem. The Relative URL poses a problem because it contains invalid characters. Looks like this:

/sites/Recruitment/Shared%20Documents/Forms/AllItems.aspx?id=%2Fsites%2FRecruitment%2FShared%20Documents%2FParticipant%20Agreements%2F05%20Current%20Participants

I get the error message: "The URL that you specified is an invalid SharePoint site URL..."

How do I get around this problem?

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Hemant Kumar Sahu 1,825 on 27 Apr 2018 at 07:05:07

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RE: Dynamics 365 to SharePoint Document Management Integration

Hi LanCru5,

How you creating folders, dynamically or manually.

Make sure your folder name should contain the below special characters

~,#,%,&.*,{,},\,:,<,>,?,/,+,|,"

Thanks

Hemant
Justinjose 2,707 on 27 Apr 2018 at 00:12:35

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RE: Dynamics 365 to SharePoint Document Management Integration

Hi LanCru5,

Can you please provide folder structure in the CRM and Sharepoint.

For example : Account/ parent folder/ subfolder/ file

Thanks

Justin Jose