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How to connect Dynamics 365 records to an existing Sharepoint site/folder (that is already in use)?

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Posted on by Stieben

Hi,

I'm trying to connect Dynamics 365 (for Sales) to an existing Sharepoint site/folder. Normally when connecting Dynamics to Sharepoint, I make a new Sharepoint site specifically for Dynamics, but in this case, the customer is already using Sharepoint. So I did the usual steps to add the Sharepoint site to Dynamics, which works fine. However, how can I then connect a Dynamics account to the correct Sharepoint folder? When clicking on the Files tab, it just creates a new folder as if it's a blank/new Sharepoint site. I'd like to connect existing Dynamics records to existing Sharepoint folders.

Thank you!

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Dynamics 365 Sales

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Tom_Gioielli 1,358 on at

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How to connect Dynamics 365 records to an existing Sharepoint site/folder (that is already in use)?

There are tables in the backend that control the SharePoint integration. If one of these records does not already exist, then the system will create a new one. This means you will need to backfill or handle the creation of these records before the user opens the File tab.

Create or edit records for document locations to use SharePoint - Power Platform | Microsoft Learn

You can build up these records with absolute or relative URLS, and then you relate them to the Account record. They are relatively simple, so you should be able to do this through an import if you already have your folders created. If you want to have this continue to happen dynamically, you will need to use something like Power Automate to handle creating folders and the Document Location records when a new Account is added.

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André Arnaud de Cal... 294,095 Super User 2025 Season 1 on at

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How to connect Dynamics 365 records to an existing Sharepoint site/folder (that is already in use)?

Moved the question from the Dynamics 365 General to the Dynamics 365 Sales forum.