web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Move old documents to ...
Microsoft Dynamics CRM (Archived)

Move old documents to SharePoint (Dynamic CRM - SharePoint Online Integration) using SDK

(0) ShareShare
ReportReport
Posted on by Santosh Kulkarni 235

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

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    PranavShroti Profile Picture
    PranavShroti 4,510 on at

    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.

  • Santosh Kulkarni Profile Picture
    Santosh Kulkarni 235 on at

    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

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    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

    community.dynamics.com/.../use-microsoft-flow-to-move-notes-attachments-from-dynamics-365-to-sharepoint

    community.dynamics.com/.../part-2-use-microsoft-flow-to-move-notes-attachments-from-dynamics-365-to-sharepoint

    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

  • Santosh Kulkarni Profile Picture
    Santosh Kulkarni 235 on at

    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

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans