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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / need help finding out ...
Customer experience | Sales, Customer Insights,...
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need help finding out how to add a sharepoint link to a record of a table without having to open up the record

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Posted on by Purushotham

We have tables created in Powerapps that are connected to sharepoint for documents. Each of these tables has a field named "Sharepoint Link". We also created some Microsoft Flows that update the record with the Sharepoint Link that its connected to.

However as far as we know, the connection between the powerapps table & sharepoint only activate when the record is opened up atleast once through Dynamics 365. This is an issue because we have bulk uploaded any records that require its documents to be uploaded to. And the point of the record having the sharepoint link field is so we can properly upload the correct files to the correct sharepoint folder.

The main question here, is how do we get the sharepoint link of a record without having to open it once. We dont want to have to open thousands of records just to get the sharepoint link populated. We need to do this in bulk and want to know how to get the record-sharepointlink connection.

We want to run our flow on all records whos "sharepoint link" field does not contain data and have the flow find the sharepoint link and place the link in the sharepoint link field. This flow already works perfectly find but ONLY when the record in question has been opened up atleast once. How do we do this in bulk WITHOUT having to open thousands of records one by one.

Thank you!

  • Suggested answer
    Purushotham Profile Picture
    Purushotham on at
    RE: need help finding out how to add a sharepoint link to a record of a table without having to open up the record

    Thank you Mehdi,

    We are looking into the link shared by you, much appreciated, take care. :)

    Regards,

    Purushotham

  • Purushotham Profile Picture
    Purushotham on at
    RE: need help finding out how to add a sharepoint link to a record of a table without having to open up the record

    Hello Sam,

    I understand your inputs. Also, with respect to your last line; can you please share me the Microsoft doc guide links for using PowerAutomate to create SharePoint link field ?

    Is there a internal document that Microsoft can provide to help us in using the aforementioned Microsoft Dataverse Connector & SharePoint connector? Or some sort of public guide?

    Thanks,

    Purushotham

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: need help finding out how to add a sharepoint link to a record of a table without having to open up the record

    Hi,

    Please check this blog: linnzawwin.blogspot.com/.../automatically-create-sharepoint.html

  • Inogic Profile Picture
    Inogic 438 on at
    RE: need help finding out how to add a sharepoint link to a record of a table without having to open up the record

    Hi Purushotham,

    The SharePoint folder in the CRM is created when the document tab in the CRM is loaded.

    This is default behavior of the CRM, in background the CRM creates the SharePoint the document location entity record where it stores relative path of the respective SharePoint folder.

    You concern “How do we get the SharePoint link of a record without having to open it once”. I suspect that for these type of records the document location and the SharePoint folder would not be created.

    For these scenario you can create the document location and the SharePoint folder using PowerAutomate then populate the SharePoint link field.

    Thanks!

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