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Based on entity behavior for SharePoint Folder Dynamics 365 / Dataverse

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#documentmanagement

#entity

#folderstructure

#integration

#sharepoint

Dynamics 365 ERP - General

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Aug 17, 2023

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Text

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AI Summary

  • The article discusses how to enable Server-Based SharePoint Integration in Microsoft business applications like Dynamics 365 Finance or Dynamics 365 Sales.
  • Within the Document Management Settings, users can specify the folder structure to be based on the entity, such as Account or Contact.
  • The article explains that when Account-based structure is selected, folders are created on the SharePoint site based on the table or entity name.
  • For Account records, a records folder is created with the format AccountName_GUID.
  • When viewing a Contact record, the Files / Documents tab creates the account parent folder (if not already created) and the contact folders inside it.
  • If a Contact record is created without an associated account, the folder for the record is created inside the Contact folder without the Parent Account folder.
  • Case records have case folders created inside Account folders.
  • When selecting the Contact-based structure, contact records are created inside the Contact folder without considering the associated account.
  • Building, a custom table that is a child of Contact, has the Building folder created inside the Contact folder.
  • When the "Based on entity" option is unchecked, the corresponding record's folder is created inside the table parent folder.
  • The article concludes by recommending checking out other interesting articles on SharePoint and Dynamics 365 Integration.

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