SharePoint Online Integration with Dynamics 365 for Operation (D365FO) Upload File / Create Folder

This blog will explain how to create files and folders on SharePoint Online programmatically, using AX7 code (Dynamics 365 for Operations).

FILE CREATION:

1. Library to use: Microsoft.Dynamics.AX.Framework.FileManagement

2. To save file, SharePointDocumentStorageProvider class should be used:

   System.UriBuilder builder = new System.UriBuilder(SITE);
   str host = builder.Host;
   str extId = xUserInfo::getExternalId();
   
   SharePointDocumentStorageProvider storageProvider = 
   new SharePointDocumentStorageProvider(host, SITE, FOLDER_PATH, extId);
   
   //Create MemoryStream object that will hold data to upload
   System.IO.MemoryStream memoryStream = new System.IO.MemoryStream();
   //Populate memoryStream with your file’s contents.
   //In the end set the position of the stream to 0
          memoryStream.Position = 0;
   
   //Method SaveFile is used to create the file on SharePoint online
   storageProvider.SaveFile(newGuid(), NAME_OF_FILE, MIME_TYPE, memoryStream);

FOLDER CREATION:

1. Library to use (D365FO): Microsoft.Dynamics.Platform.Integration.SharePoint

2. To create folders on SharePoint, we need access token. It can be obtained in the following way:

   System.UriBuilder builder = new System.UriBuilder(SITE_ADDRESS);
   str host = builder.Host;
   str extId = xUserInfo::getExternalId();
   ISharePointProxy proxy = SharePointHelper::CreateProxy(host, '/', extId);
   str token = proxy.AccessToken;

3. Access token should be passed to the following C# method:

   public static ClientContext GetClientContextWithAccessToken(string targetUrl, string accessToken)
          {
            Uri targetUri = new Uri(targetUrl);
   
            ClientContext clientContext = new ClientContext(targetUrl);
   
            clientContext.AuthenticationMode = ClientAuthenticationMode.Anonymous;
            clientContext.FormDigestHandlingEnabled = false;
            clientContext.ExecutingWebRequest +=
            delegate (object oSender, WebRequestEventArgs webRequestEventArgs)
            {
       webRequestEventArgs.WebRequestExecutor.RequestHeaders["Authorization"] =
              "Bearer " + accessToken;
            };
   
            return clientContext;
   }

   Method is taken from:

   http://www.herlitz.nu/2012/12/30/sharepoint-2013-tokenhelper-cs-source-code/

   We don’t need the whole class, just this method.

Library to use (C#): Microsoft.SharePoint.Client

• After getting the ClientContext object from GetClientContextWithAccessToken method, we can use it to create folders (purely C# code from now on, not explained in this blog).