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
More About This Author
Array
Dyn365CE2 February 2024Validate file input of manually triggered flow with trigger conditions
Dyn365CE25 October 2023Bulk Delete assets in Microsoft Purview via the user interface
Dyn365CE24 October 2023Bulk Delete assets in Microsoft Purview with Power Automate flow
Dyn365CE26 March 2023Populate a dynamic Microsoft Word template in Power Automate flow