Disable the folder ID for SharePoint document integration

Learn how to disable the folder id when using the SharePoint document integration in Dynamics

The challenge

When using the SharePoint integration for documents in Dynamics, the standard behaviour is, that the folders are created with a 32 digit unique id.

This makes some kind of sense, since it avoids the possibility that two records with the same name won’t share the same folder

However, if the users are navigating or working with the SharePoint site, it won’t look very pretty

Solution

If you found this post, your have probably already setup your SharePoint integration, otherwise you can follow this guide from Matthew Devaney

If you understand the risk of having two records with the exact same name sharing the same folder, we can disable the unique id using the tool Org Settings via. XrmToolBox

Step 1
Connect to your environment in XrmToolBox and install the tool Org Settings

Step 2
Navigate to CreateSPFoldersUsingNameandGuid and select it

You can find the documentation from Microsoft here including all the other options available (this is a very powerful tool, fool around at your own risk!)

CreateSPFoldersUsingNameandGuid
Default: True - creates SharePoint folders using the format of {Name}+{GUID}. False: Creates SharePoint folders using just the name.

Step 3
Change the value to false and click the Commit to [environment name] button.

The change is only valid for new folders, but now you won’t have the id added to the folder name any longer

If you don’t prefer this XrmToolBox solution, you can also change the setting by installing a solution by following this guide (this is the tool that Org Settings for XrmToolBox is based on)

Thanks to Luise Freese for making me aware of the possibility to disable the id, through this blog post 🚀

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Beginner Dynamics SharePoint

The challenge

Solution

See also