Based on entity behavior for SharePoint Folder – Dynamics 365 / Dataverse

After enabling Server-Based SharePoint Integration, inside Document Management Settings, we can specify folder structure to be based on the entity either Account or Contact. Here we have opted for Account-based first. We can see the following folders created on the SharePoint site, that take the table or entity name. And the records folder for Accounts … Continue reading “Based on entity…

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Based on entity behavior for SharePoint Folder – Dynamics 365 / Dataverse

After enabling Server-Based SharePoint Integration, inside Document Management Settings, we can specify folder structure to be based on the entity either Account or Contact. Here we have opted for Account-based first. We can see the following folders created on the SharePoint site, that take the table or entity name.

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