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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Document Management Fo...
Customer experience | Sales, Customer Insights,...
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Document Management Folder creation on SharePoint

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Posted on by Community Member

We are integrating our case management to SP (document management). SP is also our EDRMS system. I have a requirement where depending on what category is against the case, the document should be saved in a relevant location in SP.

For eg If the case is about an Animal on the road, the document pertaining that case should be automatically added to Animal Management --> Reporting SP. If the case is about a pothole in the road, the document should be routed to Infrastructure --> Reporting

This is of course not the standard OOB behaviour with SP integration. However is this possible? 

Thanks!

J

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  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,397 User Group Leader on at

    Hi,

    You can achieve this by either plugin/workflow or flows. Please see the links:

    baddaz.com/create-your-own-document-locations-in-dynamics-365-using-flow-9649ecaf3672

    www.inogic.com/.../

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