How to change a default name of the folder that CRM creates to Sharepoint

2
votes

I'm completely new to Sharepoint so keep that in mind when answering or assuming things.

Anyways, we have a CRM 2015 Online Update 1 and Sharepoint Online and those are integrated (not by me). Now when an end-user goes to Account -> Documents the CRM will automatically ask if the user wants to create a folder to Sharepoint. That's fine, but naming convention seems to be "AccountName_AccountGuid". We would like to change that to "AccountName_OurOwnID" where OurOwnID is a custom field in CRM that is unique for every account.

So my question is how would one do this?

EDIT: All I can think of now is to create a plugin that'll be launched when ever a sharepointdocumentlocation entity is created and basically create a new folder with wanted name and then delete the original folder in Sharepoint and then connect the new folder with sharepointdocumentlocation.

Sub-question: Is there a way to tell CRM to stop asking if the user wants to create a new folder? In my case it's unwanted feature but since it is there at least we should make sure that names of the folders will be ok.

1
sharepointdynamics-crmdynamics-crm-2015

1 Answers

2
votes

The folder name with the guid is default behavior which cannot be altered.

If you want to develop a plugin, look at this post: https://crmconsultancy.wordpress.com/2011/10/27/crm-2011-integration-with-sharepoint-custom-document-management/

Keep in mind, if you want to create objects in SharePoint from CRM online you have two options: