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I am having trouble displaying document in my dynamic 365 portal. I can see folder but not documents. The document format I have tried is PDF and word file. I was wondering if anyone has encounter this problem before. The documents are stored in SharePoint. I am using sub-grid which I am displaying using Entity Form. Any help will be much appreciated. Thank you
Hello,
Maybe you are missing permissions.
https://www.inogic.com/blog/2018/11/sharepoint-integration-with-microsoft-portal/
Good luck
PG
Hi Leo,
Thank you for replying. We are on-premise. I am able to save files to SharePoint from CRM using workflow and when i look at the sub-grid from within CRM I can see the documents but I can't see the document in the portal.
Hi Partner,
Please make sure you've enabled the sharepoint integration for portal.
You could refer to the steps in this doc.
https://docs.microsoft.com/en-us/powerapps/maker/portals/manage-sharepoint-documents
Best Regards,
Leo
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