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.

2345

Projects

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

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

Trial or production
license request:

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

For technical or billing support, visit our Help Center

Trusted by the world’s leading businesses

Auto Create SharePoint Folder – FAQ

Get more done in a day by connecting capsule to all your
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.

Yes, folders can be auto-created for various standard and custom entities.

 Yes, the add-on allows direct linking for easier access.

Yes, users can create folders manually in addition to automatic creation.

 Yes, it’s compatible with both environments.

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