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Dynamics 365 to Sharepoint

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Posted on by IJ-06061525-0

Hi all i am having trouble creating a Folder in sharepoint from Dynamics information

I want to create a folder with

Customer Name - Opportunity number - Opportunity description.

I can get this to create apart from one issue For the Customer name all I get is the Guid and not the actual name.

How do I get it to show me the Account name and not the GUID?

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OkanMTL 703 Super User 2024 Season 1 on at

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Re: Dynamics 365 to Sharepoint

Hi,

If GUID really is the only dynamic value you're getting out of the activity. I recommend using this value to search for the CustomerName in BC with another activity and use that as input for your Name when creating a file.

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