SharePoint Documents are created without a value in the Regarding field

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Posted on by Tessacq

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We are using Dynamics 365 Online with SharePoint Integration. When a document location is created the field regarding is populated, but when a document is added, the Regarding field is empty. Do you know why?

I was also looking if there was a relationship between document locations and SharePoint Document entity (or Documents entity, I think it is the old name), to see if I could add a mapping but I cannot see any relationship?

There are relationships to all entities as the regarding, regardless of the regarding field not being populated.

What I would like to achieve is that the documents that are added to Sharepoint from Dynamics, store the Account name they belong to as a metadata, and that this information is populated automatically. But I don't know how to achieve this, I thought that if I have the Account in the regarding field, I could somehow copy it to other column.

Any help would be much appreciate it.

Thanks

Teresa