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Auto-create SharePoint Folder (SharePoint Document Location) on record create using Power Automate Flow (Dataverse)

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#accountrecords

#documentlocation

#sharepoint

Dynamics 365 CRM - Development

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Sep 18, 2023

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  • The article discusses the process of automatically creating a SharePoint folder on Account records creation in Microsoft Dynamics 365.
  • The author suggests using Power Automate (formerly known as Microsoft Flow) to achieve this automation.
  • The Share Point server-based integration needs to be enabled, and the SharePoint Site and main or parent folder for the Account should already be created/configured.
  • The flow involves creating a new folder inside the Account folder in the SharePoint site configured in CRM, creating a new SharePoint Document Location record, and associating the new account record with this document location record.
  • The flow is triggered on Account record creation and includes steps to create the folder, create a document location record, and associate the two records.
  • The flow also provides the option to fetch the GUID of the Account document location and store it in a variable.
  • After the flow runs successfully, the new folder is created and associated with the account record.
  • It is noted that if the user clicks on the Documents tab immediately after creating the account record (before the flow runs), both the OOB folder and the custom folder may be created. However, if the custom folder is already created and associated before the user clicks on the documents tab, CRM will not create a new folder.

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