SharePoint Integration with Dynamics 365 CRM

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Hi,

Currently I have my Dynamics 365 CRM (Version 9.0) integrated with Online Share point (through Server based Share point integration). I want to disable the default mechanism of folder creation in Share point, as I will be setting up my own custom folder creation through back end logic (code/flows). Any suggestions ?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Here is article you should check - baddaz.com/create-your-own-document-locations-in-dynamics-365-using-flow-9649ecaf3672

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Arun Vinoth 11,615 Moderator on at

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You can just configure the Server to server SharePoint integration in CRM online, Enable the Entities but don’t create the folder structure based on entity.

Then you can use SharePoint REST API in Plugin/workflow activity on CRM record create (account/contact/incident) to create library or folder based on your need with whatever name, then Create the Document location record in CRM with proper site, Regarding & relative url. This will work like a charm.

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Dynamics 365 CRM 185 on at

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Hi,

Thanks for the response. This may create folders in sharepoint as we need, but it still doesn't stop creating the default folder apart from the custom folder. For example, I am creating a sharepoint folder (I am creating using Flows instead of Plugin/Workflow) on creation of XYZ entity. If I click on "Documents' area (top navigation) as soon as (immediately) I create/save the record , then I can see two sharepoint paths in the documents view (i.e. one for the default and another for custom folder) . Let's suppose if I wait for one minute post creation/save of the record and then click on "Documents" area , then I can see only one sharepoint path i.e for custom folder.

So , overall to summarize, the solution which you suggested above works perfectly well only when we wait for a minute (post creation/save of XYZ entity) before clicking on "Documents" area of record. That means, if you click on "Documents" area before the completion of our custom logic (plugin/workflow/Flow), then it will result in both the folders. But if you click on "Documents" after the creation of the custom folder (i.e. after the completion of plugin/workflow/Flow logic which would take maximum one minute), then the default folder doesn't get generated.

Observation : System folder (default) folder gets created only after clicking on the "Documents" area of record

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RaviKashyap 55,410 Moderator on at

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Hi,

I have also faced this issue and we ended up revoking the create permission for document location entity within the security role. So now when users click on documents, they get CRM tries to create the document location and failed with permissions error. Once our process runs and creates the folder location, users are able to access the document location.

Hope this helps.

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Dynamics 365 CRM 185 on at

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That's a good idea Ravi.. It didn't strike to me... I will try it.. Thank you so much !!

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