apcherrill
Scholar

Creating a new Dynamics 365 record and associating a file to the record...

Dear NWC Community:

 

It is indeed straightforward to create new records in Dynamics and new folders in OneDrive.  Here is the challenge:

 

I create a new record (Lead) in Dynamics

I use DocGen to create a file

I want to upload the file to a OneDrive folder linked to the Dynamics record.

 

It sounds simple, but turns out it is not...

 

After creating a new Lead for Jane Doe, it is assigned a uniqueID:

d7abf8cc-2c1e-ec11-b6e6-002248090234

 

If I manually upload a file to the new record, Dynamics creates a new folder in the associated OneDrive folder with the following nomenclature:

apcherrill_0-1632610845301.png

Note that the file folder is created according to <First><space><Last><underscore><CRM ID>, however WITHOUT the uniqueID hyphens...

 

So how can I upload a file to a location that is associated with the newly created Dynamics record?

 

Thanks so much in advance for your help!

Adam

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