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agupta111
Level: Powered On

Custom Integration between Sharepoint and Microsoft dynamics CRM

Hello,

 

Can we create a custom integration between Dynamics CRM and sharepoint using flow? Example, for contact entity can we create the folders as below?

 

- Contact

    John Doe ( Contact Record)

    Folder 1( Child 1)  

    Folder 2( Child 2)

 

Thanks

1 ACCEPTED SOLUTION

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Community Support Team
Community Support Team

Re: Custom Integration between Sharepoint and Microsoft dynamics CRM

Hi @agupta111,

 

Please just trying adding the name of the sub folders after the entity level folder.

Here I have modified the flow likes below which will create a sub folder under Contact folder.

1.PNG2.PNG

 

Best regards,

Mabel

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
Community Support Team
Community Support Team

Re: Custom Integration between Sharepoint and Microsoft dynamics CRM

Hi @agupta111,

 

Do you want to create a folder in SharePoint library when a record is created in an entity of Dynamics 365?

Please take the following flow for a reference.

Add the trigger When a record is created, select the Entity Contacts.

Add the action Create file, configure the Folder Path likes below, and select corresponding dynamic contents for File name and file content.

Please take it for a reference and try it on your side.

1.PNG

 

 

Best regards,

Mabel

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
agupta111
Level: Powered On

Re: Custom Integration between Sharepoint and Microsoft dynamics CRM

@v-yamao-msft: I need to create sub folders inside the folder. I am able to create entity level folders but need a way to create sub folders

 

For Example:

 

 Contact

    John Doe - Folder

    Folder 1( Child 1)  Sub Folder

    Folder 2( Child 2)  Sub Folder

Highlighted
Community Support Team
Community Support Team

Re: Custom Integration between Sharepoint and Microsoft dynamics CRM

Hi @agupta111,

 

Please just trying adding the name of the sub folders after the entity level folder.

Here I have modified the flow likes below which will create a sub folder under Contact folder.

1.PNG2.PNG

 

Best regards,

Mabel

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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