Automatic SharePoint Folders for Dynamics 365 - With Names You Can Actually Read
Auto Create SharePoint Folder fixes two pain points in native Dynamics 365 / SharePoint integration. First, folders are created automatically the moment a CRM record is saved - no need for users to visit the Document Grid. Second, folder names are readable (your custom naming convention) instead of cluttered with GUID suffixes like recordname_a3f2-1b4c-9d2e. Save time, stay organized, find documents fast.
Auto Create SharePoint Folder
CRM SharePoint Folder Overview
Auto Create SharePoint Folder for Microsoft Dynamics 365 fixes the most common complaints about native CRM-SharePoint integration. Out of the box, SharePoint folders only get created when users navigate to the Document Grid on a record - which means documents can't be filed until someone clicks. Auto Create SharePoint Folder creates the folder automatically the moment the record is saved, so the document home is always ready.
The second fix is even more impactful: folder names. Native Dynamics 365 creates SharePoint folders with GUID suffixes - so 'Acme Corp' becomes 'Acme Corp_a3f2-1b4c-9d2e-...'. Try finding that in SharePoint when looking through 500 customer folders. Auto Create SharePoint Folder lets users define readable folder naming conventions, so 'Acme Corp' stays 'Acme Corp'. Documents get filed properly, audits are easier, and SharePoint actually feels like a usable document store.
Features
Automatic Folder Creation
Folders are created in SharePoint the moment a CRM record is saved. No Document Grid visit required, no pop-up confirmations, no waiting.
Readable Folder Names
Custom folder naming convention based on record fields - so 'Acme Corp' folder is named 'Acme Corp', not 'Acme Corp_a3f2-1b4c-9d2e'. Find documents instantly.
Works on Any Entity
Standard entities (Account, Contact, Opportunity, Case) and any custom entity. Configure once per entity, automatic from there.
No User Action Required
Folders create themselves in the background. Users don't have to click anything, navigate anywhere, or wait for popups.
Custom Folder Structure
Configure parent folder paths and subfolder hierarchies that match your filing convention - by client, by year, by project, by document type.
Eliminates Pop-ups
No more 'Do you want to create a SharePoint folder?' confirmation dialogs that interrupt users every time they click Documents.
Audit-Friendly
Predictable folder naming means audits and document discovery actually work. Find any record's documents in seconds.
Power Automate Compatible
Trigger advanced folder creation logic via Power Automate - permission setting, template files, related folder creation - all possible.
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
Auto Create SharePoint Folder Flyer
1-page overview (PDF)
Auto Create SharePoint Folder User Guide
Setup & usage guide (PDF)
Download and License
Auto Create SharePoint Folder Solution
Managed Solution ZIP - Latest version
Auto Create SharePoint Folder Solution Legacy – 2013
Managed Solution ZIP - Legacy CRM support
Note -Unzip files before uploading to CRM. For licensing, please email us with your company email signature
Support & Maintenance
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
Bundle Auto Create SharePoint Folder inside your own Dynamics 365 vertical solution - especially document-heavy industries like legal, real estate, professional services.
NFR Licensing
Free internal licenses for partners running demos, POCs, and customer trainings.
Custom Development
Tailor folder structures, naming conventions, permissions, or template file copying to fit each customer's document management workflow.
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Frequently Asked Questions
Why do I need Auto Create SharePoint Folder when Dynamics 365 has SharePoint integration?
Native Dynamics 365 SharePoint integration has two problems: (1) folders only get created when users click the Document Grid – inconvenient and easy to forget, (2) folder names include GUID suffixes that make them unreadable in SharePoint. Auto Create SharePoint Folder fixes both.
What's wrong with native folder names like 'Acme_a3f2-1b4c'?
Try finding ‘Acme Corp’ in SharePoint when 500 folders all have GUID suffixes. Audits become hard, document discovery breaks down, and users avoid SharePoint entirely. Auto Create SharePoint Folder uses readable names like ‘Acme Corp’ or ‘INV-2026-0042’.
Does it work on custom entities?
Yes. Configure folder creation for any custom entity in the same way you’d configure a standard one. One setup per entity type, automatic folder creation from there.
Are there really no pop-ups?
Correct – no ‘Do you want to create a folder?’ confirmation dialogs. Folders create silently in the background the moment a record is saved.
Can I customize the folder hierarchy?
Yes. Configure parent folders and subfolder structures to match your filing convention – by year, client, project, document type, or any custom dimension.
Does Auto Create SharePoint Folder support Dynamics 365 Online?
Yes. Fully compatible with Dynamics 365 Online, On-Premise, and Power Platform. SharePoint Online and SharePoint On-Premise both supported.
What happens to existing records that already have folders?
Existing GUID-suffix folders remain untouched. Auto Create SharePoint Folder creates new folders going forward with readable names. Migrating existing folders requires a separate cleanup script (we can help).
How long does installation take?
Under 30 minutes for basic setup. Configuring folder naming conventions for each entity type may take an additional 15-30 minutes per entity, depending on naming complexity.