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SharePoint Integration - Document Associated Grid

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Posted on by Lee-Martin

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We're integrating SharePoint with Dynamics.

We're able to view the "Document Associated Grid" from related/documents.

However we require this SharePoint integration be available in the main form somewhere. When I add SharePoint as a sub grid I'm only able to access "All SharePoint Document".

How do we get access to Document Associated Grid in the sub grid?

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RE: SharePoint Integration - Document Associated Grid

Hi Luis

On the MS link step 12b is to create a GUID, how do i go about doing that?

Thanks

Andre
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Luis Carlos on at

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RE: SharePoint Integration - Document Associated Grid

Hi Lee,

As Lu Hao mentioned, in a out of the box environment to view the Document Associated grid you should browse the Files within the form.

In case you prefer to modify an existing form or create a new one you can add the grid as explained in the following article: docs.microsoft.com/.../add-documents-tab-entity-main-form
LuHao 40,876 on at

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RE: SharePoint Integration - Document Associated Grid

Hi Lee,

The current version of D365 has a File tab in the form that you can use to access related documents in SharePoint.