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Automatic create folder (CRM 2013) RRS feed

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    Hi,

    When creating a new account, I would like to automatic create a new folder for the account (so when the user clicks on documents, they don't need to create the folder).

    Is this possible?

    We are working with CRM Server 2013 and SharePoint Server 2013.

    Thanks!

    Monday, December 2, 2013 10:03 AM

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    Hi,

    Please check following link

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

    Hope this helps. If you get answer of your question, please mark the response as an answer and vote as helpful !!!
    Vikram Singh. !!!  My Blog

    Monday, December 2, 2013 10:12 AM
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    Thanks for your reply.

    But is it also possible to create a folder automatic when a new account is created (with a workflow).
    I want to do this because, when creating a folder in the account entity, it places an ID after the name (example: sharepointsite/account/companyname_D02345346...)

    The problem is, when creating a document folder for the opportunities, CRM creates another document location (sharepointsite/accout/companyname/opportunity/nameOfTheOpportunity).

    So I have 2 different folders for 1 account (1 with the unique ID, and one without this ID).

    Any suggestions?

    Monday, December 2, 2013 10:58 AM
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    You could write plugin or custom workflow to achieve this. you could interact with SharePoint using SharePoint client object model API's. Please refer following link for more information.

    http://vikramxrm.blogspot.com/2013/10/copy-ms-crm-2011-attached-documents-in.html

    Hope this helps. If you get answer of your question, please mark the response as an answer and vote as helpful !!!
    Vikram Singh. !!!  My Blog

    Monday, December 2, 2013 1:49 PM
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    The other thing you could do is write a custom page that uses SharePoint api's to a custom SharePoint site collection with your own way of storing documents and show it in an iFrame by querying the required documents

    Philip

    Monday, December 2, 2013 5:22 PM