Document Management Settings - SharePoint Sites

(0) Share

Report

Posted on by ctedesco3307

977

Is it possible to set different SharePoint sites for different entities in the same environment? I don't want all the entities going to the same site.

Thanks in advance

Categories:

Microsoft Dataverse with Power Apps

I have the same question (1)

All responses (4)

Answers (0)

Sort by

IevaD 16 on at

Like
a
(0)

Report
Copy link

Link copied!

In order to create a folder in a different site, you have to manually create a document location and select the alternate site. It can also be enhanced using power automate.
This is instruction how to set sites manually. All sites have to be connected to the dataverse with one defined as default. To get more than one SharePoint site connected, walk each site through Document Management Settings inside of the dataverse. This will create the necessary folders for the tables designed to be connected. It will also add each site to the list of SharePoint Sites inside of dataverse.
You can access Document Management by going to Advanced Settings > Document Management > Document Management Settings.
• Enter in the URL for the site.
• Select the tables that need to have folders created.
• Repeat for each site.

Was this reply helpful? Yes No
ctedesco3307 977 on at

Like
a
(0)

Report
Copy link

Link copied!

Although these steps work correctly, I am not able to see Documents under the related tab for the site that is not marked as default in the SharePoint site table. Are there any add'l steps that need to be executed?

Was this reply helpful? Yes No
Suggested answer

Fubar 17 Super User 2026 Season 1 on at

Like
a
(0)

Report
Copy link

Link copied!

Double check what Document Location records you have - you will need a document location for the each Library. At the first level that 'parent' Document Location will have a link (or hardcoded) site entry, and will end up with child Document Location records (for each folder/record) which link to the parent document location. If you don't have the Folder level Document Location record you will need to create it.

Was this reply helpful? Yes No
Ram Prakash Duraisamy 5,885 Super User 2026 Season 1 on at

Like
a
(0)

Report
Copy link

Link copied!

Hi,

I think no, we can have only one default sites.

Was this reply helpful? Yes No