How about using native folder hierarchy structure while uploading files to SharePoint from your Dynamics 365 CRM

By | May 25, 2020


Storing data in cloud has become the norm today. With quite a number of cloud storages available in the market, having cloud storages for high scale document management has become mandatory. For Dynamics 365 CRM users, Microsoft has its very own SharePoint which can be natively integrated enabling smooth management of documents/attachments. But wouldn’t it be handy if those documents/attachments are stored in some sort of defined structure?

Attach2Dynamics – our popular and one of the Preferred Solution on Microsoft AppSource – is here with the latest feature that would make document/attachment management in SharePoint handy and worthwhile.

So, let’s have a look at this latest feature of Attach2Dynamics:

Store documents/attachments on the basis of Hierarchy in SharePoint

This new feature of Attach2Dynamics will enable you to store your Dynamics 365 CRM documents/attachments in SharePoint on the basis of hierarchy. For example, let’s say you want to store documents related to Opportunity entity in your SharePoint site. For this, the first step is to enable document management for Opportunity entity, then select a folder structure based on either ‘Account’ or ‘Contact’ entity. Once it is done, the next step is Entity Configuration, where you have to duly populate the Folder Structure Field and save it. Now all you have to do is to go to any record in Opportunity entity, move/copy attachments or click on the Attach2Dynamics button to directly upload files to SharePoint.

uploading files to SharePoint from your Dynamics 365 CRM

Once uploaded, the document is stored in your SharePoint site as per the following hierarchy structure (if the folder structure is enabled based on Account) i.e. Account > Account Name_guid > Opportunity > Opportunity Name_guid.

uploading files to SharePoint from your Dynamics 365 CRM

Handy feature, isn’t it?

With this you can easily keep track of the documents/attachments stored in SharePoint. So, don’t wait around, download and explore this latest Attach2Dynamics feature from our website or Microsoft AppSource.

And if you would like a strong control on the way your SharePoint documents are stored and managed, its time you try our SharePoint Security Sync which has all the amazing features of our Attach2Dyamics already included!

Stay Safe, Stay Healthy