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Hello Friends,
I am currently working on the D 365 CRM - SharePoint online integration requirement.
Server Side Integration is enabled between CRM and SharePoint.
Out of Box: User is uploading the document to CRM using SharePoint Document Associated Grid and same document is getting stored on the SharePoint.
Requirement: Move existing old documents to SharePoint and should be visible same document on the CRM.
how can i achieve this?
One approach, Write utility(Console Application) to upload document to SharePoint? document should be visibele in CRM?
Second thought, Dynamically upload documents to CRM (using SharePoint associated grid )? will it store document to SharePoint? Is it feasible?
anyone tried something similar ....any suggestions...?
Thanks,
Santosh
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Hi Kokulan,
Thanks for your comments.
Well documents are in physical folder not in CRM Note attachment.
D 365 CRM - SharePoint online integration .... As this is done..So henceforth user will upload document in CRM (using SharePoint ass. grid) and same will be store in SharePoint
But user want to move old documents from physical folder to SharePoint and same should be visible in Dynamic CRM.
Thanks!
Regards.
Santosh
Hi Santosh
If you would like to go for a No-Code solution, you could create a Flow to move documents from CRM (Notes attachments) to SharePoint.
Please follow the links below
If you do not want to go for this no-code solution, let us know, we should be able to point you resources to move documents using code
Hi Pranav,
Thanks for the comment on this.
Can you please share any code reference to upload documents to CRM programatically (using console application) if you have any?
Thanks!
Santosh
Well alternatively you can pragmatically upload documents to CRM (using a console application)... and since your server side sync is already enabled documents will be stored in SharePoint and link will be established in CRM.
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