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Right now, i have custom js plugin that allow to save note attachments using drag and drop.They are stored in CRM database by default. Now i need to implement sharepoint integration and ability to save notes attachment in special folder on sharepoint site. What i have done:
Using dynamic CRM 2015 on-premises, linked it to sharepoint site, installed list component on it and enabled document management for notes entity. Then i automatically created folders for all entites with marked document management. Should it automatically save notes on sharepoint or not? Or i should write additional plugin, that will connect to sharepoint site and upload attachment to sharepoint?Or how?
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system will not move attachments saved in notes to sharepoint. If you want to move attachments from notes to sharepoint then you have to write your own plugin to do that.
Hi Anton,
If you save the attachment as a note on the CRM will stay on CRM database this will not be create on the Sharepoint, to do that you will need to re-right the plugin.
You can refer,
msdn.microsoft.com/.../gg334768.aspx
Hope this helps you.
Regards,
Dinesh
Microsoft Dynamicsâ„¢ CRM Support Engineer
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