Automatically Create Folder in SharePoint Avoiding Pop-ups in Dynamics CRM 2016

By | August 19, 2016


Sometimes you get frustrated seeing the below confirmation dialog which pops up when you navigate to the “Documents” section of a particular record of a SharePoint enabled entity for which you want to create a folder in SharePoint. It can be annoying to see the pop-up while SharePoint folder creation.Create folder 1

With Dynamics CRM 2016, you can now set the above Pop-up setting to off so that the folder is created automatically without getting the above confirmation pop-up. The below mentioned steps will help you to auto create SharePoint folder.

Follow the below steps:

  1. Go to Settings >> Document Management
  1. Open Document Management Settings window. You will see below screen:Document management
  1. After entering the SharePoint Site URL, click Next. You will get the below window:Automatically Create Folder in SharePoint
  1. As you can see above, there is an option “Automatically create folders” which you need to check in order to switch off the confirmation pop-up mentioned earlier.

So now if you navigate to the any record, no pop-up will pop and the folder will be created in SharePoint as you can see below:    avoid popupsConclusion:

This blog discusses about a method to avoid create folder pop-ups in Dynamics CRM 2016. If the pop-up has irritated you in the past then you can use this setting with Dynamics CRM 2016 for auto SharePoint folder creation.

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5 thoughts on “Automatically Create Folder in SharePoint Avoiding Pop-ups in Dynamics CRM 2016

  1. Edrei

    Is it possible to turn off the behavior completely as in nor allow it the integration to create a folder? I would like to create my own Locations which point to a document Library and not an automatically created folder

    1. inogic

      No, It is not possible to turn off the automatic creation of folder. But if you want a specific folder structure then you can write custom plugin for that.


  2. Matthias

    I am using CRM 2016 version
    Unfortunately, i do not have the box for “Automatically create folder”

    Is this a problem with the version or what could be the reason?

  3. Matthias

    Is this functionatlity also available for version

    For me it is somehow not available.
    Thanks for help

    1. Inogic

      we need Dynamics 365 v8.2 for this feature to work.


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