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In a previous post, I showed how to enable Dynamics 365 SharePoint integration. This allows you to store attachments in SharePoint instead of Dynamics – which is a lot cheaper and allows for better document management.
One of the issues with using SharePoint to store the attachments is that they cannot be shown on Dynamics forms out of the box. This means that the user has to use the navigation menu to see them. In my experience this can cause frustration for the users.
This idea was originally found on Jason Lattimer’s blog, but I have modified it for my own needs by adding the tab functionality. I have also updated the code to use formContext instead of Xrm.Page to future proof it.
I use the components below on my form. I recommend using the settings in the IFrame to give the cleanest look, but these changeable based on your requirements.
The following script then needs to be added to the on-load event of the Form with the formContext passed as the initial variable & then the tab name and IFrame name following it.
After the form & script have been updated, the documents subgrid should appear on the form as below.
The post Dynamics 365 – Show SharePoint Documents appeared first on Jason Clair.
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