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We have a requirement to see specific set of share point documents in one of the sub grid for Account entity.
There could be many documents related to Account but in KYC subgrid only KYC documents can be seen and uploaded.
Ur help really appreciated.
You can try to build this functionality with document locations. Each time new account created, create new document location, that refers to Sharepoint folder for KYC files. Use SharePoint in iframe is prohibited and it will be very difficult to show it on the form this way.
Can we have a possibility to upload documents for an account in Particular TAB of Account
SharePoint documents now in separate tabm does it suitable fo you?
Requirements is like as described in screen
Here is what i found https://community.dynamics.com/crm/b/jasonlattimersblog/posts/show-sharepoint-documents-on-the-main-form
Here is original article jlattimer.blogspot.com/.../show-sharepoint-documents-on-main-form.html
I've tested this method, it works, but only in classic mode. I think in your case you have to create separete application that will render content with documents to the frame, based on the form context
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