Automatically Create & Locate CRM Record Folders in SharePoint
This add-on auto-creates SharePoint folders for CRM entity records with custom folder names, offering a more intuitive and seamless integration between Microsoft Dynamics 365 and SharePoint
Auto Create SharePoint Folder
CRM Auto Create SharePoint Folder Overview
Auto Create SharePoint Folder for Microsoft Dynamics CRM streamlines the process of SharePoint folder creation for CRM records. Unlike the default behavior, which appends a GUID to folder names, this add-on allows users to define clean, user-friendly folder names and automatically creates them in SharePoint when a CRM record is created. Users can easily locate and access their CRM-related documents in SharePoint without navigating through the Document Grid
Features
Auto Folder Creation
Automatically creates a SharePoint folder when a CRM record is created
Custom Folder Names
Use readable, meaningful folder names instead of GUID
Direct Folder Access
Locate and open SharePoint folders directly—no need to open Document Grid
Seamless Integration
Smooth synchronization between CRM entity records and SharePoint
Works with All Entities
Supports standard and custom CRM entities
Performance Optimized
Lightweight and fast folder creation process
Improved Organization
Makes it easier for users to relate SharePoint folders with CRM data
Pricing & Licensing
The Most Honest Pricing in the world
You get full access to the platform, regular enhancements, and reliable support, so you can focus on growing your business without worrying about unexpected charges or complicated licenses.
Organization
$999.00
Base per CRM Organization
User
$0.00
Per CRM Licenced/Enabled User
1st Year Maintenance Included
Annual 25% Maintenance Fee for Upgrades, Enhancements & Support
Downloads & Documentation
Download guides and resources for setup, configuration, and updates. Access all documentation needed to ensure smooth installation and performance.
Documentation
SharePoint Folder Add-on Flyer – 1 Page PDF
1 Pages Pdf
SharePoint Folder User Guide
20+ Pages Pdf
Download and License
Auto Create SharePoint Folder for Dynamics 365
1 Pages Pdf 349KB
SharePoint Folder Creator Solution – 2013
1 Pages Pdf 349KB
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
Support & Maintenance
At MTC CRM, our values are more than just words they guide every decision, every product, and every partnership.
Email-based or Live Web Installation & Usage Support
One Hour of 24/5 Implementation Support included
Annual maintenance covers all feature updates and customer support
Partner Programs
OEM Partnership Options
NFR (Not for Resale) Licensing
Custom Development available to tailor calendar views, workflows, or entity integrations
Talk with our sales team to see how MTCCRM can fit your needs
Explore the right solution to match your business vision
Receive customized pricing that fits your needs
Uncover smarter ways to align and streamline team workflows
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Trusted by the world’s leading businesses
- Automate complex workflows.
- Improve customer engagement.
- Enable real-time visibility.
- Support modern service delivery models