Notifications
Announcements
No record found.
Hi, I am wondering when creating an account or contact, the sharepoint document folder will be automatically created? I have set the default document folder
*This post is locked for comments
Hi,
When creating an account or contact record on Dynamics CRM, it will not create the folder (for that records) on SharePoint, you need to navigate to Documents area first.
Cheers!
Pedro Pisco
from the code, how can I create the folder?
From code you need to perform two things:
1 - Create the folder under Sharepoint Site Collection that you are using, directly on SharePoint. Notice that for this creation on SharePoint you need to consume the SharePoint Web Services, not Dynamics CRM.
2 - Create a Document Location and set the account or contact on that document location to be related. You need to create the path on CRM by using document locations. You can do this by using Dynamics CRM SDK. Is worth to know how document locations first works on Dynamics CRM.
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/create-edit-document-location-records
Cheers!Pedro Pisco
you have sample to create sharepoint folder?
Refer the following:
www.c-sharpcorner.com/.../programmatically-adding-document-to-sharepoint-document-library
Hope this helps
For more info. refer the following:
www.inogic.com/.../programmatically-create-folders-and-upload-files-in-sharepoint-server-2013-through-plug-inworkflow
I am following this article, but it only create sharepoint document locaton in CRM not in share point
msdn.microsoft.com/.../gg309548.aspx
blog.westmonroepartners.com/creating-a-folder-in-sharepoint-from-a-crm-plugin
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
SA-08121319-0 4
Calum MacFarlane 4
Alex Fun Wei Jie 2
