Hello, not sure if this post is appropriate for this forum.
I am trying to achieve this:
When an Account is created in CRM, a folder with Account name is created in SharePoint Document Library and create bunch of other folders inside it.
When an Opportunity is created, it checks whether the customer linked to the opportunity is present. If no, create the Customer first and then create Opportunity folder inside it. If present, then create Opportunity folder inside the particular customer.
Is this even possible directly from CRM. I am using Dynamics 365 version 9.
Thank you.
*This post is locked for comments
I have the same question (0)