> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration/configuring-hierarchy-structure.md).

# Configuring Hierarchy Structure

Attachments/Documents of Dynamics 365 CRM records can be stored in SharePoint sites on the basis of hierarchy.

**To achieve this, follow the steps given below:**

* Go to Advanced Settings **-->** Settings **-->** Document Management Settings.

<figure><img src="/files/f7TOAlqDDbMoMvRG44TV" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* Select Entities **-->** Enter the URL of the respective SharePoint site.

<figure><img src="/files/BHJ5vCK7vDM6Ta2coPf3" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* Enable the Checkbox ‘Based on Entity’ **-->** Select either of the entities, Account or Contact **-->** Complete the process by clicking on ‘Next’ and ‘Finish’.

<figure><img src="/files/ye8RmXghfDNMC75DWf0B" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* Click on **Finish.**

<figure><img src="/files/BmNaIRAYE4dF6eBC8bla" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* When hierarchy is enabled, the path structure will look as shown below.
* Next, go to **Quote --> Select a Quote --> Click on Attach2Dynamics button --> Drag and Drop** the required file.

<figure><img src="/files/me2HnuQenW4EQtmQ8ErU" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* Next, go to the SharePoint site. Here, the respective file will be stored in the following manner: **Account --> Account Name\_guid --> Quote --> Quote Name\_guid.**

<figure><img src="/files/bzFGsogeooeJKT36onqq" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>


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