Changing location of related documents in sharepoint

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Posted on by CU09051456-0

I'm trying to edit the location of shared documents of activity type in an activity table to a location of my choosing, and folder of my naming in power automate, is this possible:

EDIT: I'm trying to change the Folder name since it contains the ID, I want to use a different naming converntion, is this possible in power automate?

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CU17051647-0 2 on at

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Hi there!

Yes, it is possible to dynamically set or update the document location and folder name for activity records (like tasks or emails) in Dynamics 365 using Power Automate, though it requires working directly with Dataverse.

What You Can Do

Use Power Automate to create the SharePoint folder (via SharePoint HTTP request or Graph API).

Use the Dataverse connector to create a record in the sharepointdocumentlocation table.

Set your custom folder name

Set the correct parent location (must exist)

Bind the folder to the activity record using the regardingobjectid

Note: The folder must exist in SharePoint before creating the sharepointdocumentlocation record, or you can create it first in the same flow.

Reference Guide

This blog offers a very helpful walkthrough:

Automatically create custom SharePoint folder structure for an entity in Dynamics 365 CE

Let me know if you want help setting up the flow or the JSON for the Dataverse record!

If this post helped you, please click "Does this answer your question?" and give it a like to help others in the community find the answer too!

José Martínez Lago
Solution Architect | Dynamics 365 & Power Platform

Empowering low-code consultants to deliver high-impact solutions

Blog: thatsagoodquestion.info
LinkedIn: martinezlago

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Lagortinez 130 Moderator on at

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Hi there!

Yes, it is possible to dynamically set or update the document location and folder name for activity records (like tasks or emails) in Dynamics 365 using Power Automate, though it requires working directly with Dataverse.

What You Can Do

Use Power Automate to create the SharePoint folder (via SharePoint HTTP request or Graph API).

Use the Dataverse connector to create a record in the sharepointdocumentlocation table.

Set your custom folder name

Set the correct parent location (must exist)

Bind the folder to the activity record using the regardingobjectid

Note: The folder must exist in SharePoint before creating the sharepointdocumentlocation record, or you can create it first in the same flow.

Reference Guide

This blog offers a very helpful walkthrough:

Automatically create custom SharePoint folder structure for an entity in Dynamics 365 CE

Let me know if you want help setting up the flow or the JSON for the Dataverse record!

If this post helped you, please click "Does this answer your question?" and give it a like to help others in the community find the answer too!

José Martínez Lago
Solution Architect | Dynamics 365 & Power Platform

Empowering low-code consultants to deliver high-impact solutions

Blog: thatsagoodquestion.info
LinkedIn: martinezlago

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CU09051456-0 72 on at

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Hi @Lagortinez,

I don't think there is a sharedDocumentLocation table in my solution, there is Sharepoint document, but its not appearing in the dropdown of the list row action:

Is there an explanation on how these related documents are setup, I'm new to power apps, is there a documentation somewhere? or a specific link I could look it up

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