How to automatically create SharePoint folders and subfolders using DocumentsCorePack

This article explains How to automatically create SharePoint folders and subfolders using DocumentsCorePack (DCP). Depending on the context, the following options are provided:

1. Via Power Automate: The CreateSharePointFolders (V3) action allows you to create folders and subfolders on your integrated Dynamics 365 SharePoint with Dataverse data.
2. Via Classic Dynamics 365 workflows: The AutoMergeWorkingItem comes with a CreateSharePointFolder option (see Step-by-step description below).

Let’s see how to automatically create SharePoint folders and subfolders using DocumentsCorePack.

Via Power Automate

In your flow add a new step and look for the DocumentsCorePack action Create SharePoint folder (V3).

The ❶ Row ID field is the unique identifier of the record to create the folders for and the ❷ Table Name. In our example, we are creating a folder for accounts. Thus we choose “Account” for the tabla and the GUID of an account as the Row ID.

In the ❸ Folder Names Item section, you have the possibility to create a folder structure, in this example, we decided on two folders and two subfolders in one folder. Learn more.

Please note: There is a Syntax to follow

“;” separates list of folders
“/”  creates subfolders

Additionally, you can choose the ❹ user who should run this operation and the ❺ document location to create the folders in. Don´t forget to ❻ Save.

Step-by-step description for a classic Dynamics 365 workflow to automatically create SharePoint folders and subfolders

Step 1: Automatically create folders for accounts once created.

Step 2: Define the following settings

❶ Process name
❷ Category
❸ Entity
❹ Confirm with [OK]

Step 3: This window opens. Now add the next step Create Record to your workflow and name it, such as Create Folder.

Step 5: Now click the drop-down button and look for the MSCRM-ADDONS.com AutoMergeWorkingItems.

Step 6: For further steps, open the Set Properties and fill out the mandatory fields, including ❶ Name and ❷ AutoMergeAction. Then insert the ❸ PrimaryRecordURL. Put the cursor in the PrimaryRecordUrl field and select on the right side {Record URL(Dynamic)(Account)}. Press the ❹ [Add] button.

Step 7: Now scroll down to Create SharePoint Folder, where you can define how your folder and subfolder structure are organized.

Please note: In the example above, the folder structure looks like this:

Syntax:

• “;” separate list of folders
• “/” creates subfolders

Example:

FOLDER/subfolder 1;FOLDER/subfolder 2;FOLDER1/subfolder 1

Creates folders as follows:

Step 8: Now press the [Save and Close] button in the left top corner of this window.

Step 9: Back in the Power Apps window you have to activate the process.

Execute workflow:

Create a new account in your system. Once the workflow is finished you should see the following folder structure on the newly created document location for the account:

That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.