Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

Display SharePoint documents related to child entities on parent entity record in Dynamics 365 in a single view

Posted on by 77

Hi,

I am using SharePoint Online out of the box integration in Dynamics CRM 365 to store the documents and I am not using 'Based on Entity' folder structure configuration.

pastedimage1661339938943v1.png

I have a requirement to show all the documents on parent record in a single view either using document integration or using Sub-grid or any other possible way.

For example:

Let's say I have a contact ABC and on contact ABC form record I am showing Child 1 records and Child 2 records in different sub grids where both Child 1 and Child 2 are integrated with SharePoint to store documents. So, I have uploaded Doc1 on Child 1 record and Doc 2 on Child 2 record separately. Now, I would like to see both Doc 1 and Doc 2 on the Contact ABC record.

Is it possible in any way. Please suggest. (I have tried using Flow to copy the document location but it didn't work and also I know if we use folder structure based on entity we can able to see all the documents from all the child entity records but now it is too late to change the design which was already configured)

Many thanks in advance.

  • damian_green23 Profile Picture
    damian_green23 3 on at
    Display SharePoint documents related to child entities on parent entity record in Dynamics 365 in a single view
    Can you post a visual of the flow?
  • Suggested answer
    D365Admin Profile Picture
    D365Admin 77 on at
    RE: Display SharePoint documents related to child entities on parent entity record in Dynamics 365 in a single view

    I have achieved the above functionality using MS Flow.. Thanks

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans