Automate SharePoint Document Locations creation in Dynamics 365 CE your way with Flow (1)

Stefan StrubeDyn365CE5 years ago14 Views

Scenario:
Our Sales team would like to share sales documents related to the specific lead/opportunity.
Server-based SharePoint integration is enabled and we created a modern team site in SharePoint Online where every parent account of the leads will have their own library. For every lead we want to add a folder to the account library and copy a start document to it. A document location to this…

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Automate SharePoint Document Locations creation in Dynamics 365 CE your way with Flow (1) – There’s Something About Dynamics 365

Automate SharePoint Document Locations creation in Dynamics 365 Customer Engagement your way with Microsoft Flow. Get instant integration on lead creation.

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