The SharePoint integration in Dynamcis 365 for Sales has no further settings apart from the standard document management settings. The structure of the folder can be selected (none, account, contact). However, new document locations are only created if the new record does not have a referenced record with an existing document location.

This is not what you expect by selecting folder structure.

Idea:

Additional configuration for Document management settings

• As today

No changes to the creation process

• Create new for each record (respect forder structure)

Create folders into given structure. All quotes into quotes. All Cases into Cases.

e.g.:

• Account
• Contact
• Quote
• Order
• Case
• None

Use the API by your own

Create your own folders on SharePoint, by creating Document Location records and set the folders on SharePoint.