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.

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

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

  • Click on Finish.

  • 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.

  • 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.

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