Change Summary
Release Date | Release Version | Change Description | Link |
Feb 6th, 2025 | 2025.1 | Specify Value in SharePoint Special Characters Product Configuration | |
Feb 6th, 2025 | 2025.1 | Select Child Flow as Generic - Remove SharePoint Special Characters |
Overview
SharePoint Connector integrates the TechnoMile Contracts Suite with your online Microsoft SharePoint site. This allows your team to centralize all documents and files associated with a Contract into a single, online repository and then quickly and conveniently access them directly from your Contracts solution.
TechnoMile’s SharePoint Connector auto-generates a standardized folder structure upon the creation of a new Contract record, enforcing clean, consistent organization of files in SharePoint and making them easy for users to find and share.
Audience
Microsoft Dynamics Administrators
IT Support
Prerequisites
Ensure that TechnoMile Contracts Suite is already installed and configured. The version of this package must be 2025.1 or higher.
Power Automate Configurations
Login to your Microsoft Dynamics instance.
Click the gear icon and select Advanced Settings.
Click the funnel icon to access Advanced Find.
The Advanced Find tab opens.Select Power Automate Configs in the Look for field and click Results.
Scroll down and open the Metadata Generation For SharePoint Folder Structure Power Automate Configuration.
Specify the Flow URL and click Save.
NOTE
You must retrieve the Flow URL field value from your Cloud Flow of the same name in Power Automate.
Similarly, open the Generic - Create SharePoint Folder Structure Power Automate Configuration to specify its Flow URL.
Similarly, open the Generic - SharePoint Connector Power Automate Configuration to specify its Flow URL.
Similarly, open the Generic - SharePoint Metadata Update Power Automate Configuration to specify its Flow URL.
Similarly, open the Generic - Rename Entity SharePoint Folder Name Power Automate Configuration to specify its Flow URL.
Similarly, open the Generic - Child Metadata Update Power Automate Configuration to specify its Flow URL.
SharePoint Entity-based Configurations
Go to SharePoint Configurations using the Advanced Find tab.
Scroll down and open the Contract entity.
Enter details in mandatory fields such as Entity Name, Name of Root Folder, Schema Name, Entity Set Name, Relative URL SharePoint, and SharePoint Base URL, in other fields such as Folder Structure and Metadata JSON, and click Save.
To retrieve an Entity Set Name perform the following steps: Go to the following URL - https://{your dynamics CRM url}/API/data/v9.2/EntityDefinitions(LogicalName='{entity logical name}')
Search for and retrieve the Entity Set Name.
You can also enter any or all of the below listed combinations for creating separate entity-based SharePoint Configurations:
Record Type as blank and Is Child Object set to No
Record Type selected and Is Child Object set to No
Record Type as blank and Is Child Object set to Yes
Record Type selected and Is Child Object set to Yes
NOTE
If you specify a Record Type, then you must also specify a Record Type Logical Name. If you set Is Child Object to Yes, then you must also to specify a Schema Name of Parent.
Product Configurations
Go to Product Configurations using the Advanced Find tab.
Open the SharePoint Special Characters Product Configuration.
Specify the Value and click Save.
NOTE
The Value field must contain a list of special characters that are to be allowed during creation of a SharePoint document location, without any separators.
Similarly, open the Child Record Metadata Update Product Configuration.
Set Value as false and click Save.
NOTE
This is an on-demand functionality so only if it is required, then its Value must be set to true. Else by default, its Value is set to false.
Similarly, open the Child Record Metadata Entities Product Configuration.
Specify the JSON Value and click Save.
NOTE
The JSON Value field must contain details of Entity Logical Names (.i.e. Logical Names of Child Entities for which Child Metadata update functionality is required), Entity Set Names, and their related Contract Lookup fields.
Power Automate Flows Customizations
Go to Power Automate using App Launcher.
Select your Environment and click My flows.
Go to Cloud flows and note the below highlighted sample flows that come out-of-the box.
Open the SPS - Contract flow.
Click Edit.
The SPS - Contract flow opens.Expand the first action that is highlighted below to enter the following information:
Table name as name of the entity for which SharePoint folders are to be created.
Select columns as logical names of all the fields in the form of a comma-separated list, which you had entered in the SharePoint Configuration record of the same entity in its Metadata JSON field.
NOTE
If in case the Metadata JSON field of a SharePoint Configuration record of an entity is set to blank, then the Select columns must be set to the value entered in its Name of Root Folder field.
Expand Entity Logical Name to enter Value as logical name of the entity.
Scroll down and expand Set variable Record ID to enter Value as Unique Identifier of the entity record.
Scroll down and expand Switch.
Expand Case and then expand Check SDK Message.
Scroll down and expand Run a Child Flow to select Child Flow as Generic - Remove SharePoint Special Characters and enter Record Name as Folder Name.
Expand Set Variable Folder Name Value to set the output of this flow back to the variable Folder Name.
Scroll down and expand Create Document Location with Regarding and then expand Show advanced options.
Scroll down and enter Regarding (Contracts) as Entity Set Record ID.
Scroll up and click Save.
Similarly, you can edit any of the sample SPS - Rename Entity flows by:
Setting Select columns to the value entered in the Name of Root Folder field of the related SharePoint Configuration record for that entity
Setting Record ID Value to Unique Identifier of that entity record
