Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
We have a requirement to create flag (Yes/No) if a document/file has been uploaded in documents associated grid (Sharepoint). Basically it should be set to YES if there's any document uploaded and NO if there isn't.
Any thoughts on how to query from Sharepoint based on the uploaded files?
We are using Dynamics CRM Online 8.2
there is an entity called document location, you can write your own code to check if the document location's record contain the regarding to your record.
Hi Wei Jie Fun,
Thanks for the reply.
Document Locations are just placeholder/folder of the attachments and can't check if there's really an uploaded file/document.
It will still create 'Document Location' even though users didn't upload a file.
Am I missing something? Thank you again!
You also can do a extra checking to check if the url contain sharepoint any related item that can help you.
If you worry about user is going to create a record without uploading anything and you have knowledge about Sharepoint, you can write your own code to retrieve the items from Sharepoint, but this is not going to be easy.
Yeah I've checked the 'Document Location' and didn't find any relevant information to check if there's an uploaded file/document.
I think we will go with the hard way to retrieve the files from Sharepoint.
Thanks for help!
Business Applications communities