How can I get the links of Documents in SharePoint into the CRM with Power Automate?

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Posted on by Joseph Nasr

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Hello,

I have a SharePoint Site called 'Business Development Library', and inside it we have a List called 'Documents Map' that contains documents.

In my CRM, I have a small section/window [Documents Compiler] that actually contains a Canvas Power App, connected to the 'Documents Map'. The user, while filling information, can select the category of documents he wants to select from. Ex: QA/QC Documents, HSE Documents, etc... Please refer to the image below:

When the user chooses a category, in my example 'Finance', he sees the Finance documents as shown below:

My goal is to select the documents that I want, and create links for them in the CRM. I would really appreciate any ideas on how to achieve that since I've been trying to no avail, and if I should use the Documents section under Related in the CRM. Thank you in advance!

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Hi Joseph Nasr,

You could use the Dynamics OOB Sharepoint Documents Integration.

However this is more related to Power Canvas Apps development, working with canvas app there is a function call Launch("") and it needs a parameter that acctually is the file's URL, you could generate that URL in your canvas app or using the Sharepoint Connector or with a Power Automate Flow. this PowerApps Launch a SharePoint link might also help.

regards

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