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

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…

Continue Reading StefanS365’s Article on their blog

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

Posted by 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.

Blog Syndicated with StefanS365’s Permission

Author: Stefan Strube

Share This Post On

Leave a Reply