Dynamics 365 SharePoint Online Folder creation based on entity. How to create folder for already existing CRM records

Question

I have enabled SharePoint online integration with Dynamics.

It creates folder as and when I navigate to Documents Tab.

My question is how to create these folders for already existing Records. I do not want to navigate to each of the records and then click on Documents tab and then let CRM/SharePoint create folder.

Is there any trigger which I could do programmatically so that folder will be created automatically.

Note: I can create SharePoint Document location record per hand orprogrammatically but then I would be needed to give Folder name as ( <Record Primary Name><Record Guid> ) which I would like to avoid.

Reason: SharePoint and CRM does neglect special characters which are not allowed in SharePoint and I do not want this headache of looking for correct name. I want CRM/SharePoint to perform just it should happen for already existing records.

Any Idea?

Answer 1

I was using on-demand workflow in similar situation. You can try with creating of on-demand workflow with step which would create document location. Here you have nice guidelines .

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