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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Account and Documents in dynamics 365

Posted on by 1,075

Hello Community Experts

Account folder name should not contain any GUID. Folder name should be created as following naming convention: [Account Name] [_] [Account ID in sharepoint when a document is uploaded in dynamics 365 for sales Account or in portals

Kindly advise

Best Regards,

Sumaira Noor

  • Verified answer
    Linn Zaw Win Profile Picture
    Linn Zaw Win 3,405 on at
    RE: Account and Documents in dynamics 365

    There is also a new XrmToolBox tool to update the OrgDbSettings if you do not want to install the managed solution.

    www.xrmtoolbox.com/.../

  • Suggested answer
    RE: Account and Documents in dynamics 365

    You need to download OrgDbSettings  solution from :github.com/.../OrganizationSettingsEditor_8.0_Managed_1.0.2005.2801.zip

    Import it on CRM

    After import ends, open the solution and you will see a list of configuration parameters :

    pastedimage1592914860351v1.png

    Search for CreateSPFoldersUsingNameandGuid and confirm if its set to false, if not click on Add and change it to False.

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: Account and Documents in dynamics 365

    Thanks a lot for the response Luis Nogueira

    I'm not clear about it please guide step by step

  • Suggested answer
    RE: Account and Documents in dynamics 365

    Please use  OrgDbSettings solution (github.com/.../releases) and confirm if the CreateSPFoldersUsingNameandGuid setting is set to False.

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