Hello Community, I’m having an issue where folders created in SharePoint via a Power Automate flow do not appear in the Files tab of the related Dynamics 365 record. Requirements When an Opportunity is created in Dynamics 365:
A large predefined folder structure (100–150 folders and subfolders) should be created in SharePoint
The folders must be visible in the Files tab of the same Opportunity record
The Opportunity folder name must be built from two custom fields on the Opportunity (not the Opportunity GUID)
The folder structure should follow this pattern:
Folder 1 (pre-made) └─ Folder 2 (pre-made) └─ Opportunity Folder (custom-named, NOT the auto-created Dynamics folder) └─ Folder 1 / 2 / 3 / 4 / 5 └─ Subfolders Issue I can achieve either:
Folder visibility in the Dynamics Files tab
or
Custom folder naming and structure
…but not both at the same time. Folders only appear in the Files tab when they are created under the Dynamics-generated entity folder, which is not the intended structure. Current Setup
Power Automate flow triggers on Document Location creation
Flow checks the Regarding (Opportunity) value
Folders are created using Create new folder actions with a Relative URL
(Screenshots of the flow attached.) What I’m Trying to Achieve
Use two custom Opportunity fields to dynamically name the Opportunity folder
Create the folder structure outside of the default Dynamics entity folder
Still have the folders visible in the Files tab of the Opportunity record
Question Is it possible to:
Register a custom SharePoint folder path with Dynamics (via Document Locations or another approach),
or
Override the default entity folder behavior while retaining Files tab visibility?
Any guidance or recommended patterns would be greatly appreciated.
The reason your custom SharePoint folders aren’t showing in the Dynamics 365 Files tab is that Dynamics only recognizes folders linked through a Document Location record tied to the entity. If you create folders outside of the auto‑generated entity folder, they won’t appear unless you register that path with Dynamics.
You can’t override the default entity folder behavior directly, but you can register your own custom folder path with Dynamics using a Document Location. Once you do that, your custom‑named Opportunity folder and its subfolders will appear in the Files tab just like the default ones.
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