---
title: "Storing documents on the D365 CE SharePoint Integration standard SharePoint Library"
slug: "storing-documents-on-d365-ce-sharepoint"
tags: ["CE V5.0", "d365CECRM", "task"]
updated: 2026-07-21T09:41:34Z
published: 2026-07-21T09:41:34Z
canonical: "help.dox42.com/storing-documents-on-d365-ce-sharepoint"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.dox42.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Storing documents on the D365 CE SharePoint Integration standard SharePoint Library

To store generated documents on SharePoint, you need to use the dox42 [SharePointOutputAction](/help/docs/output-action-sharepointaction) with your dox42 Webservice calls. You can store your documents on any SharePoint location.

#### D365 CE SharePoint Integration

If you have enabled the SharePoint integration in Dynamics 365, you can access your documents directly from the files tab on your Dynamics CE record.

![D365 CE SharePoint Integration](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/D365%20CE%20SharePoint%20Integration.png)

When clicking on “Open Location on SharePoint”, you can see that the path where your documents are stored, always follows this syntax: Folder Entityname/Recordname_RecordID, e. g. Opportunity/Solar Panels Proposal_474A0332531BEA11A812000D3A654F72

![D365 CE Standard SharePoint Library](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/D365%20CE%20SharePoint%20Integration_SharePoint%20location.png)

In your dox42SharePoint OutputAction querystring, you need to dynamically pass this path. This is done by using the corresponding data fields from your data map with the dox42 Syntax <%Datasource.Datafield%>, e.g. <%Proposal.Name%>_<&Proposal.OpportunityID%> for the folder parameter.

> [!NOTE]
> Important
> 
> Since the RecordID in D365 CE comes with hyphens and lower and upper case letters, e.g. 474a0332-531b-ea11-a812-000d3a654f72 you need to adjust the syntax to the right format.

### Steps

1. In your D365 CE data map, select the type “PathSegement” for your ID field. This automatically changes the syntax from 474a0332-531b-ea11-a812-000d3a654f72 to 474A0332531BEA11A812000D3A654F72.

> [!NOTE]
> Important
> 
> Ensure that you do this on a data source, where you do not need the ID field for a filter or as a data field in your document. You can either clone a data source for this purpose or select one, where the ID field is not used for anything else.

![](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/D365%20CE%20SharePoint%20Path%20Segment.png)

1. When building your dox42 query string, use the ID field for which you selected the FieldType “PathSegment” **in the path for your folder name**. You can do this via the dox42 Service Designer.

![Service Designer Example for D365 CE SharePoint Integration](https://cdn.document360.io/3acc69da-1de2-431d-95a6-08ae83717b4a/Images/Documentation/D365%20CE%20SharePoint%20Integration_Service%20Designer%20Config.png)

1. Follow the steps described in [Integrating dox42 into your Dynamics CRM or D365 CE via dox42 solution](/help/docs/integrating-dox42-into-your-microsoft-dynamics-crm-or-d365-ce-via-dox42-solution) to trigger the generation of the call.

> [!NOTE]
> Additional Support
> 
> You can watch the video tutorial [**How to store documents on the D365 CE Standard SharePoint location**](https://vimeo.com/dox42/ce-sharepoint-integration) for a detailed step-by-step video guide on this topic.

### Result

Your documents are stored on the SharePoint library associated with the selected record in D365 CE.