Custom Auto Numbering
Custom Auto Numbering assigns dynamic prefix and suffix patterns to records in Microsoft Dynamics 365 CRM without coding.
Biztech Consulting & SolutionsPaid
Auto Create SharePoint Folder
by MTCMicrosoft 365Paid
Locate Dynamics 365 record folders in SharePoint and create custom folders for CRM entity records.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Locates SharePoint folders and their contents for CRM entity records without opening the CRM Document Grid. It also allows CRM users to create custom SharePoint folders instead of using the default folder naming format. The add-in supports automatic folder creation when a corresponding entity record is created in CRM.
Key capabilities
from the Microsoft Marketplace listingLocate record folders
Finds CRM entity record folders and their contents in SharePoint without visiting the CRM Document Grid.
Create custom folders
Allows CRM users to create custom folders in SharePoint for CRM records.
Automatic folder creation
Creates SharePoint folders automatically when corresponding CRM entity records are created.
In the catalog
209 plugins in Dynamics 365 · Sales
Price distribution: 11 free, 4 freemium, 173 paid, 21 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Dynamics 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Auto Create SharePoint Folder for Microsoft Dynamics 365/CRM is built for easily locating the CRM entity record folders created automatically in SharePoint site whenever a corresponding entity record is created in CRM, without having to visit the Document Grid in CRM. Another major advantage of Auto Create SharePoint …»