Dynamics CRM Online / Sharepoint Online Integration. Customize folder structure. RRS feed

  • Question

  • Hello everyone.

    I have managed to integrate our CRM Online organization with our Office 365 Sharepoint Online site. Everything seems to be working fine technically, libraries are automatically created etc. No issue.

    I have also configured the new server side integration that doesn't need a list component and uses relative URLs. No issue there either.

    My problem is the naming structure of the folders, that CRM automatically creates in Sharepoint.

    I have a custom entity, with name new_custom_project. This is the distinct name of the entity, the name the users see in CRM is plainly "Projects".

    When CRM creates a project document location in Sharepoint it uses the following naming convention:


    For example if I want to create a new project for an account called "ACME Consultants" for a project "New Servers", CRM will create the following in Sharepoint:

    Accounts->ACME Consultants_8E775C7869FEE211A305AC162DB64AC7->new_custom_project->ACME-Consultants---New-Servers_8E775C7869FEE211A305AC162DB64AC5

    This seems completely un-intuitive and confusing to the users that will be accessing the folders through Sharepoint. Futhermore, it's plain ugly.

    In any case, what I want to do is to change this behavior, so that CRM would simply create a document location with the following folder structure:

    Accounts->ACME Consultants->Projects->New Server

    I have been searching for a solution for quite a while, without any success.

    Any help would be highly appreciated.

    Thanks in advance everyone!!

    Friday, July 25, 2014 9:20 AM

All replies

  • Anyone can help on this?

    Any ideas?

    Many thanks.

    Monday, July 28, 2014 1:23 PM
  • I am not sure this is possible. CRM needs to have unique names for folders, and GUIDs are that.  Plus, they can't change.  Account names not only can be duplicated, but also can change.  This leads to potential issues with SharePoint references.  For example, who is in charge of that reference?  SharePoint or CRM?

    The fact that the friendly name is in the beginning of the folder name should be enough for SharePoint users, even if it isn't pretty.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Monday, July 28, 2014 6:34 PM
  • I think this is what you are looking for.


    It is a good idea to set up an auto numbering field on the entity to make sure the names are unique and non-ugly.

    • Proposed as answer by Yugesh.k Thursday, February 4, 2016 6:46 PM
    Thursday, February 4, 2016 6:45 PM