Dynamics 365 is a powerful customer relationship management (CRM) software that helps businesses manage their sales, marketing, and customer service operations. SharePoint, on the other hand, is a content management system that allows businesses to store, share, and collaborate on documents and other files. By integrating Dynamics 365 with SharePoint, businesses can leverage the strengths of both platforms and streamline their operations.
It’s true that there may be scenarios where you need to work with multiple document locations for a record but still want to ensure that users upload documents to the correct location.
By updating the SharePoint document location record that you want to make as default, you can ensure that it stays as the default until another record is modified or a new record is created. This can be a useful workaround if you need to ensure that users are always uploading documents to a specific location.
It’s important to keep in mind that this trick relies on the sorting order of the SharePoint document locations being based on the modifiedon date. If the sorting order changes in the future, this workaround may no longer be effective.
Overall, this is a useful tip to keep in mind if you need to work with multiple document locations in Dynamics 365 and want to ensure that users are uploading documents to the correct location. If you have another interesting solution, please feel free to share.