Plugin triggered when adding a sharepoint document

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Posted on by Emmanuel Barache

Hello Folks,

I'm trying to develop a plugin that fires when a sharepoint document is added to a CRM entity.
So for that I developed a plugin that is supposed to be triggered on a post operation creation on the entity SharePoint document that is described in this link: <<here>> https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/entities/sharepointdocument

Unfortunately, the plugin does not seem to trigger when I add a document.

Here is the way I have registed the step of the plugin:

And here is the code of the plugin:

namespace CEP.Crm.Plugins
{
    using System;
    using System.ServiceModel;
    using Microsoft.Xrm.Sdk;
    using CEP.Crm.Plugins.Manager;

    /// <summary>
    /// PostSharePointDocumentCreate Plugin.
    /// Fires when the record is created
    /// All Attributes
    /// </summary>
    public class PostSharePointDocumentCreate : Plugin
    {
        /// <summary>
        /// Initializes a new instance of the <see cref="PostAccountUpdate"/> class.
        /// </summary>
        public PostSharePointDocumentCreate()
            : base(typeof(PostSharePointDocumentCreate))
        {
            base.RegisteredEvents.Add(new Tuple<int, string, string, Action<LocalPluginContext>>(40, "create", "sharepointdocument", new Action<LocalPluginContext>(ExecutePostSharePointDocumentCreate)));


        }

                protected void ExecutePostSharePointDocumentCreate(LocalPluginContext localContext)
        {
            if (localContext == null)
            {
                throw new ArgumentNullException("localContext");
            }

            try
            {

                IPluginExecutionContext context = localContext.PluginExecutionContext;
                IOrganizationService orgService = localContext.OrganizationService;
                Entity inputEntity = (context.InputParameters != null && context.InputParameters.Contains("Target")) ? (Entity)context.InputParameters["Target"] : null;
                if (inputEntity == null)
                    return;
                throw new Exception("I'am in the plugin");
            }
            catch (InvalidPluginExecutionException iex)
            {
                throw iex;
            }
        }
    }
}

Does anybody could see why this plugin is not triggered when I had a sharepoint document from the ocument area of a CRM entity (account for example) ?

Is the plugin attached to a wrong entity ?

I use the server based sharepoint integration and the version of Dynamics 365 is Version 1612 (9.0.1.621) (DB 9.0.1.425) online.

Thanks in advance for your help,

Emmanuel Barache

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Answers (2)

Suggested answer

Santosh bhagat 464 on at

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RE: Plugin triggered when adding a sharepoint document

Check below link

dotnetdeveloper2012.blogspot.com/.../dynamics-crm-sharepoint-upload-event.html
Emmanuel Barache on at

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RE: Plugin triggered when adding a sharepoint document

Hi Martijn,

We have been able to address this need using MS Flows.

We set a WF that capture the document attachment and the ID of the CRM record from the folder in order to set the link with the CRM entity.

Best regards,

Emmanuel
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JohnAnonymous 5,241 on at

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RE: Plugin triggered when adding a sharepoint document

I can't answer the questions regarding the documentation.

I don't think there's any option to fire any event from within CRM using a plugin if the document is stored in SharePoint. No matter what de documentations says. If you need to have this functionality, look at webhooks / flow / remote vent receivers for SharePoint and build your logic there. That path is very feasable in my opinion, but you need to have extensive SharePoint knowledge.

My logic would be:

- When a document is added / deleted / updated, fire an event (webhook or logic app would be my preferred choice)

- Based on the location of the document, query to find the corresponding document location based on the relative path

- Find the regarding object id of the document location and make any changes to the record you desire.
Emmanuel Barache on at

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RE: Plugin triggered when adding a sharepoint document

Any ideas guys ? Really in deep trouble with that subject. We proposed to a customer some custom developments based on what is said on the MS Documention. The entity SharePointDocument is supposed to represent a Sharepoint document in the CRM. It appears on the list of available entities for plugins but that does not work !!!

I had feedback on this thread that tells that this entity id dedicated to internal uses but my questions are :

What internal uses ?

Why expose it in the documention if not intended to be used ?

Any clue to help in in my need (described upper in this thread) ?

Any help will be very appreciated !

Thanks in advance dear experts ;)

Emmanuel
Emmanuel Barache on at

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RE: Plugin triggered when adding a sharepoint document

The subsidiary question would be: what is the entity displayed in the associated documents view of an entity and can a plugin be associated?
Emmanuel Barache on at

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RE: Plugin triggered when adding a sharepoint document

Hi Jason,

Thank you for your answer.

Is there a way with a Dynamics plugin to cover the following need ? :

When somebody from the document associated view within a CRM entity (like account for example), add a document, to fire a plugin where I can manage to check the regardingobjectID, check if the entity type of the regarding object is an account, and update the account with a flag if my condition is verified.

What would be the best way to do that ?

I really thought that this entity was containing the list of sharepoint documents assoicated to the CRM, and if not, I don't see the purpose of it. Internal use ok, but what ??? Mystery.

Thanks in advance,

Emmanuel
Verified answer

jlattimer 24,560 on at

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RE: Plugin triggered when adding a sharepoint document

Matjin is correct there isn't a way to do this if the document originates in SharePoint or the SharePoint documents view in CRM.

The SharePoint Document entity isn't used to track documents - it's just something for internal system use.
Emmanuel Barache on at

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RE: Plugin triggered when adding a sharepoint document

Hi Martijn,

When you are in CRM, for example on account entity, and you go to Document Associeted Grid, it displays a list of documents and I assume that this entity is SharepointDocument or many to many relation from SharepointDocument and account.

What would be the use of the following entity : docs.microsoft.com/.../sharepointdocument ?

Thanks for your message

Emmanuel
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JohnAnonymous 5,241 on at

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RE: Plugin triggered when adding a sharepoint document

As far as I know this is not possible. CRM has know knowledge on what's happing in SharePoint. It just queries SharePoint on demand when you open the document Grid. I don't think the SharePoint document entity is used at all.

I don't know what your logic is, but you should trigger the process from SharePoint, not from CRM.