Create Multiple folders for Activity Entities

This functionality enables you to save activity-related attachments in SharePoint according to their subject names, allowing easier navigation and organized storage of attachments for the user.

By default, this feature is set to "Don't Allow". This means attachments migrating to SharePoint will be moved directly to a common folder for activity entities like email, appointments, or tasks.

However, if you enable it by selecting "Allow", it creates multiple folders based on the subject names for each activity entity.

This is applicable when users perform Bulk Migration, Real-time Migration, or use the Attach2Dynamics UI, according to the Entity Configuration the folder gets created in SharePoint.

Configuration

Navigate to Entity Configuration -> choose an activity Entity Configuration -> From the drop-down menu, set Allow Multiple Activity Folders to "Allow"

This enables the creation of Multiple Activity Folders.

To understand how it works, let's explore the following example.

Example 1:

In this example, check out what happens when the user has set “Allow Multiple Activity Folder” as “Don’t Allow”.

There are two appointment records regarding Account – A Datum.

As shown in the below screenshot, all of the attachments related to this appointment are moved to the common folder for the activity entity.

• 1.1 Attachments related to Pricing Enquiry with regarding set as A Datum

• 1.2 Attachments related to Product Order with regarding set as A Datum

Once the status of the appointment is complete, the attachments will be migrated to SharePoint.

To check, navigate to SharePoint and see all the Appointment attachments that are migrated to a common folder inside the A Datum folder.

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Example 2:

In this example, check out what happens when the user has set “Allow Multiple Activity Folder” as “Allow”.

There are two appointment records regarding Account – Alex Industries.

• 1.1 Attachments related to Pricing Enquiry with regarding set as Alex Industries

• 1.2 Attachments related to Product Description with regarding set as Alex Industries

As shown in the below screenshot, all of the attachments related to this appointment moved to multiple folders for each subject name.

Selecting any one folder shows the attachment uploaded to its appointment record.