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Dynamics 365 Sharepoint Online Folder creation based on entity. How to create folder for already existing crm records

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Posted on by chikhaleankush 547

I have enabled Sharepoint online integration with Dynamics.

It creates folder as and when I navigate to Documents Tab.

My question is how to create these folders for already exisitng Records. I do not want to navigate to each of the records and then click on Documents tab and then let CRM/Sharepoint create folder.

Is there any trigger which I could do programatically so that folder will be created automatically.

Note: I can create SharePoint Document location record per hand orprogrammatically but then I would be needed to give Folder name as (<Record Primary Name><Record Guid>) which I would like to avoid.

Reason: SharePoint and CRM does neglect special characters which are not allowed in SharePoint and I do not want this headache of looking for correct name. I want CRM/Sharepoint to perform just it should happen for already existing records.

Any Idea?

  • Simon Niederkircher Profile Picture
    Simon Niederkircher 215 on at
    RE: Dynamics 365 Sharepoint Online Folder creation based on entity. How to create folder for already existing crm records

    I had to do it the hard way. Implement a logic that imitates the out of the box functionality. A mix of Azure Functions Logic Apps and Plugins.

    Pain in the a####

    Needed it only once

  • chikhaleankush Profile Picture
    chikhaleankush 547 on at
    RE: Dynamics 365 Sharepoint Online Folder creation based on entity. How to create folder for already existing crm records

    Simon Niederkircher: Did you managed to get this working?

  • Simon Niederkircher Profile Picture
    Simon Niederkircher 215 on at
    RE: Dynamics 365 Sharepoint Online Folder creation based on entity. How to create folder for already existing crm records

    I am having the same problem. I need to create sharepoint folders for more than 5.000 opportunities. As you mentioned, there is an out of the box functionality that does the job, so why do we need to "re program" the whole logic if it is already there?

    How can we "imitate" that click on Documents tab?

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