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Microsoft Dynamics 365 | Integration, Dataverse...
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Power automate document location with sub folders in Dynamics 365

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Posted on by 15

Hello,
I am building flow that's triggered by new opportunity creation in CRM creates folders in sharepoint and then creates document locations in CRM. From sharepoint side there are no issues but I encounter issues when creating document locations in CRM. Problem is that I use many sub folders(/Folder1/Folder2/Folder3/Folder4). Problem is that when trying to state the path (/Folder1/Folder2/Folder3/Folder4) in the relative URL field I get errors that I cant use "/". I googled out that for each sub folder I need new document location flow action pointing new folder location parent site to last ones unique ID. So I did it and now I have a problem that when I press document location button in CRM I always get different Folder in my folder path. I assume this is because I have crated several document locations in CRM.
Any ideas how to make it work? In CRM when clicked on document locations button I need to open the last folder in my path.
document-location-sc-crm-error.PNGdocument-location-sc.PNGdocument-location-view.PNG

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    There is an entity called Document Location in Dynamics.

    You can try to insert a step into the flow to create a Document Location first and then create a folder in SharePoint.

    Here is an article which you can refer to.

    Using Power Automate (Flow) to Create Sub-Folders in SharePoint (loganconsulting.com)

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