Hi,
We have a server-based integration between Sharepoint Online and Dynamics 365 Online.
It's an entity based integration (account) so whenever I create an opportunity it creates a folder in the SharePoint something like accounts -> specific account -> opportunities -> specific opportunity.
The confusing part comes when I create a quote from that opportunity. My assumption is that the path to the created folder in the SharePoint should be something like accounts -> specific account -> opportunities -> specific opportunity -> quotes -> specific quote, but in reality, it shares the same location with the parent opportunity meaning accounts -> specific account -> opportunities -> specific opportunity.
This makes sense to share same files with opportunity and quote, but it makes it difficult to navigate outside the Dynamics (say someone with only Sharepoint access wants to find a specific quote, he needs to consider opportunity folders as well..)
My question is whether this is a default Dynamics behaviour and can we somehow change it?
Regards,
Arsen.