![]() Typical sketch from an average week of consulting with model-driven apps looks like this: User I ( Amey, not me – t.j.) often see users struggle with the confusing behaviour of lookups in model-driven apps. You can drop your priceless tip into our tipping jar too, thank you very much! To learn more, you can download this amazing app from our website or Microsoft AppSource for a trial period of 15 days and get first-hand experience of its new feature.Today’s tip is from Amey “Anything But Code” Holden. What you saw is just a brief insight about the latest Custom Folder Structure feature of SharePoint Security Sync (Microsoft Preferred App). Overall, this feature is quite handy for segregating and storing CRM data in SharePoint. In the same way, the document library structure can be customized alphabetically or based on any particular field name in CRM records. Now based on this setting a half yearly document library will be created in SharePoint for whichever Account entity record created for that particular period. Further, you can also customize the record folder structure in SharePoint by using logical name, text or a combination of both logical name and text. All you have to do is set ‘Period type’ to ‘ X Month’ and ‘Duration’ to ‘6’ for Account entity. ![]() Here, you can create a periodical document library for six months and save documents/attachments related to that period in it. The document library structure can be customized in the following ways - By Period (periodically), By Starting Character (alphabetically), or Custom (based on any particular field name).įor example, suppose you want to store half yearly CRM data of Accounts entity in SharePoint. But now you can customize both library structure as well as the record folder structure in SharePoint site. Earlier, there were limitations for creating customized folder structure. You can now create your own document library structure within SharePoint for storing documents/attachments with this latest feature. So, what is this new feature all about? Custom Folder Structure ![]() And now with its latest feature – Custom Folder Structure – managing and storing CRM data in SharePoint has become the way you always wanted it to be. ![]() It has enhanced the user experience and ensured secure access to confidential documents stored in SharePoint. But with the arrival of SharePoint Security Sync - a popular SharePoint integration app – managing CRM documents/attachments has become much easier and flexible. ![]() For a majority of business professionals, the outdated ways to manage Dynamics 365 CRM documents/attachments causes hindrance to their productivity. ![]()
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January 2023
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