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
Auto Create SharePoint 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.
Benefits
Saves time by eliminating extra steps to access SharePoint folders
Improves user experience with clean and custom-named folders
Enables better document management and folder organization
Enhances collaboration by making record-linked content easier to find
Offers greater control and clarity in document structure
Features
Revolutionize CRM Time Management: Manual to Auto Timers, Task-Level Overrides & Workflow Triggers
Auto Folder Creation
Automatically creates a SharePoint folder when a CRM record is created
Custom Folder Names
Use readable, meaningful folder names instead of GUIDs
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
How It Works
Add Precision and Performance to
CRM Time Tracking
1.
Install the Auto Create SharePoint Folder add-on in your CRM
2.
Configure folder naming conventions and entity mappings
3.
Upon CRM record creation, the folder is automatically created in SharePoint
4.
Access the folder directly from SharePoint—no need to open CRM’s Document Grid
5.
Use custom folder names instead of GUID-based OOB format
Pricing & Licensing
The Most Honest
Pricing in the world
1st Year Maintenance Included
Annual 25% Maintenance Fee for
Upgrades, Enhancements & Support
- Salesteam@mtccrm.com
- 1800-3433-4342
Base Price
$250
Base per CRM Organization
Enabled User
$10.00
Per CRM Licensed
Downloads & Documentation
Get the latest solution packages, setup files, and detailed user manuals for all our Dynamics 365 add-ons
Documentation
SharePoint Folder Add-on Flyer – 1 Page PDF
User Guide – 20+ Page PDF
Documentation
Auto Create SharePoint Folder for Dynamics 365
SharePoint Folder Creator Solution – 2013
SharePoint Folder Creator Solution – 2015–2016
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
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
For technical or billing support, visit our Help Center
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Auto Create SharePoint Folder – FAQ
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lavcrite software
How is this better than CRM’s OOB folder creation?
It removes the GUID from folder names and allows meaningful, user-defined naming.
Does it support all CRM entities?
Yes, folders can be auto-created for various standard and custom entities.
Can users locate SharePoint folders without opening the document grid?
Yes, the add-on allows direct linking for easier access.
Is manual folder creation still supported?
Yes, users can create folders manually in addition to automatic creation.
Does it work with SharePoint Online and On-Premise?
Yes, it’s compatible with both environments.