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Automatically create a folder in Sharepoint online when we create a new account in CRM 2013 online

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Hi we use Sharepoint online (office 365 E3 plan) and CRM 2013 online. I have integrated sharepoint with CRM. So I can create document folder manually from CRM and add docs etc.,

What I need is - whenever we create a new account, is there a way we could use a workflow that will automatically create a folder with name say Account Name in the sharepoint (assuming we provide an exact URL). is this possible? If not, we have to write a plug-in, what we need to consider. we have number of plugins running but would prefer a WF option.

thanks

Thursday, March 27, 2014 3:32 PM

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Hi,

This is what it does OOTB and you do not need any plug-in for the same. Refer to following article:

http://www.microsoft.com/en-us/dynamics/crm-customer-center/manage-sharepoint-documents-from-within-microsoft-dynamics-crm.aspx

Steps to enable the same is given here:

http://community.dynamics.com/crm/b/crmpowerobjects/archive/2013/11/05/crm-2013-and-sharepoint-integration-new-feature.aspx

Hope this helps.

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Minal Dahiya
blog : http://minaldahiya.blogspot.com.au/

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Friday, March 28, 2014 5:41 AM
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You need to build a workflow in SharePoint that created those subfolders every time a new folder is created in the root CRM SharePoint directory. I don't know the specifics of that workflow, you might have better luck asking the SharePoint forum what a folder creation workflow looks like, and how to scope it to a single root folder.
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Monday, May 12, 2014 3:49 PM