Create folder in sharepoint site from CRM record via plugin

Add the below sharepoint dll’s as reference in the CRM plugin.

  1. Microsoft.SharePoint.Client.dll
  2. Microsoft.SharePoint.Client.Runtime.dll

Note: This will only work for On-premise CRM not for CRM online because we don’t have access to CRM server physical directory to copy the above dll’s.

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Crm.Sdk.Messages;
using SP = Microsoft.SharePoint.Client;
using Microsoft.SharePoint.Client;
using System.Security;

public class createSharepointFolder : IPlugin
static SharePointOnlineCredentials credentials;
static string SharepointsiteURL = “”;
static string SharepointUsername = “”;
static string Sharepointpassword = “”;

public CreateSharepointFolder(string unSecureConfig, string secureConfig)
if (string.IsNullOrEmpty(unSecureConfig))
throw new InvalidPluginExecutionException(“Unsecure configuration missing.”);
SharepointsiteURL = unSecureConfig;
string[] splitt = secureConfig.Split(new char[] { ‘;’ });
SharepointUsername = secureConfig[0].ToString();
Sharepointpassword = secureConfig[1].ToString();
public void Execute(IServiceProvider serviceProvider)
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = factory.CreateOrganizationService(context.UserId);

//Create connection to sharepoint site
credentials = getSharepointCredentials();
// The InputParameters collection contains all the data passed in the message request.
if (context.InputParameters.Contains(“Target”) && context.InputParameters[“Target”] is Entity)
Entity entity = (Entity)context.InputParameters[“Target”];
if (context.MessageName == “Create” && context.PrimaryEntityName == “new_entity”)
//Entity folder name in sharepoint site
string entityDisplayName = “Test New Entity”;
//Folder name for new record
string RecordFolderName= entity.Attributes[“new_name”].ToString() + “_” + entity.Id.ToString().Replace(“{“, “”).Replace(“}”, “”).Replace(“-“, “”).ToUpper();
//Create entity main folder
CreateFolder(SharepointsiteURL, entityDisplayName, context.PrimaryEntityName.ToString(), RecordFolderName, “”, credentials);
//Create child folder
CreateFolder(SharepointsiteURL, entityDisplayName, context.PrimaryEntityName.ToString(), RecordFolderName, “Images”, creds);
catch (Exception ex)
throw new InvalidPluginExecutionException(ex.Message.ToString());
public SharePointOnlineCredentials getSharepointCredentials()
if (credentials == null)
SecureString securePassword = new SecureString();
for (int i = 0; i < Sharepointpassword.Length; i++)

creds = new SharePointOnlineCredentials(SharepointUsername, securePassword);
return credentials;
public void createFolder(string siteUrl, string listName, string folderlogicalName, string newfolderName, string relativePath, SharePointOnlineCredentials cred)
using (ClientContext clientContext = new ClientContext(siteUrl))
clientContext.Credentials = credentials;
Web web = clientContext.Web;
SP.List list = web.Lists.GetByTitle(listName);

ListItemCreationInformation newItem = new ListItemCreationInformation();
newItem.UnderlyingObjectType = FileSystemObjectType.Folder;
newItem.FolderUrl = siteUrl + folderlogicalName;

if (!relativePath.Equals(string.Empty))
newItem.FolderUrl += “/” + relativePath;

newItem.LeafName = newfolderName;
SP.ListItem item = list.AddItem(newItem);

Posted: Apr 16, 2018,
Comments: 0,
Author: Urish Arora
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Nice blog. Very helpful to get all references to white papers at one place.

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