After enabling Server-Based SharePoint Integration,
inside Document Management Settings, we can specify folder structure to be based on the entity either Account or Contact.
Here we have opted for Account-based first.
We can see the following folders created on the SharePoint site, that take the table or entity name.
And the records folder for Accounts created with AccountName_GUID format.
And if we open any Contact record >> Files / Documents tab, that will create the account parent folder (if not already created) and the contact folders inside it as shown below.
And if we create the contact record without having an account associated
That will create the folder for the record inside Contact Folder without the Parent Account folder created. (as there was no account associated)
For Case Records, we have the case folders created inside Account folders.
Now let us select the Contact based structure
The contact records are created inside the Contact folder, the account associated is not considered.
For Case also it is same.
For Building, a custom table, which is a child of Contact, we have the Building folder created inside the Contact folder.
Now let us keep Based on entity option unchecked
This creates the corresponding record’s folder inside the table parent folder.
Account –
Contact –
Check some of the interesting articles on SharePoint and Dynamics 365 Integration.
Hope it helps..
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