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Cannot open folders in sharepoint document integration

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Posted on by md7

Hi all,

I have enabled sharepoint document integration in my model driven app. I have created flows to make sure the folder is created in the correct location.

The documents tab works fine but i am unable to open any folders when looking at sharepoint through dynamics.

Does anyone have any idea why this will be?

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RudyZhang Microsoft Employee on at

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Hi,

Our team analyzed your error and found that it could be caused by the following points

First of all, according to the official documentation, the presence of incorrectly formatted FetchXML or LayoutXML may cause errors such as the folder not opening.

You can check and fix your error by following the steps in Microsoft's official documentation at the link below.
https://learn.microsoft.com/en-us/power-platform/admin/troubleshoot-set-up-sharepoint-online#malformed-fetchxml-or-layoutxml---validate-and-fix

Secondly, if you are not an administrator, please make sure you have read access to the folder, according to the official Microsoft documentation, if you want to perform document management, you need to have the following permissions.

The link to the document is as follows.
https://learn.microsoft.com/en-us/power-platform/admin/permissions-required-document-management-tasks

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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Inogic 713 on at

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Hi,

The issue you're facing could be due to a couple of common factors. Here are some points to investigate:
Malformed FetchXML or LayoutXML:

According to Microsoft’s official documentation, incorrectly formatted FetchXML or LayoutXML can prevent folders from opening. I recommend reviewing your configuration and following the troubleshooting steps provided in the documentation: Validate and fix malformed FetchXML or LayoutXML.
Permission Settings:

Ensure you have the appropriate permissions to access the folders in SharePoint. If you are not an administrator, you will need at least read access to manage documents. Microsoft’s documentation details the required permissions: Permissions required for document management tasks.
Additionally, if you’re looking for a more robust solution to manage document access and security, consider exploring Inogic’s SharePoint Security Sync a Dynamics 365 CRM and SharePoint integration solution.
This app offers advanced features such as:

Auto-syncing security privileges from Dynamics 365 CRM to SharePoint to ensure the same level of document access control.

Overcoming SharePoint's 5,000-item library limit by enabling custom folder structures.

Bulk migration of attachments and detailed error logs for seamless troubleshooting.

Enhance document organization with customizable metadata columns in SharePoint.

Migrate email body content from CRM to SharePoint while ensuring customization options.

Preserve document modification dates for privacy and confidentiality compliance.

To learn more about the app and how it can help with your business needs feel free to mail us at crm@inogic.com.

If you are interested in testing the solution for your needs, then you should consider checking out our app for a 15-day free trial from our website or Microsoft AppSource.

Hope this helps.

Thanks!
Sam

Email: crm@inogic.com

Website: www.inogic.com

Blog: www.inogic.com/blog

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