Hi SanfordYes, you are right. The case shows under Incident, under the "account".However, why I see "case" folder : I assume, cases should appear here ?Also, why I see the account name with a hug alphanumeric number append to it ? is it possible to see the exact name as it shows in CRM ?Thanks
Here is the link to the app. Again, I haven't tested this app with an online instance.
For the flow, you need to determine your trigger,Create a sharepoint folder using the name of the recordCreate a Dynamics 365 Document Location record with the regarding set to the triggering record and the relative URL set to the folder created in the previous step. The document location record is how Dynamics associates SharePoint folders.
I'll attempt to create a template and share in the near future.
I had to update the org db for another issue. I used this solution and it worked well. Goto releases to download the zipped managed solution file. Of course the command line app will not install a solution in your instance, so it is up to you which to use.
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