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How to show SharePoint Document Library custom columns in CRM's Documents associated view

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Posted on by Community Member Microsoft Employee

Hi,

I'm working with Dynamics CRM and SharePoint Integration, My requirement is to display custom columns of SharePoint document library in “Document Associated Grid" view as I have few custom columns in SharePoint. I have checked and searched for the same and found the below link:

http://jopx.blogspot.in/2016/09/showing-sharepoint-document-properties.html.

I have followed the steps referenced in the above link, described as below:

1. I added a column "Test" in SharePoint document library called Contact.

2. I added the column with same display in Entity 'Sharepoint Document' in CRM.

3. I added the column in the Document Associated Grid for Contact entity.

But still I was not able to see the values of SharePoint custom column in my CRM view. Is there anyone who can help me on this.

Thanks

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Community Member Microsoft Employee on at

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RE: How to show SharePoint Document Library custom columns in CRM's Documents associated view

Check that your column in Dynamics 365 is set to simple text and then it will work
Royal King 27,686 on at

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RE: How to show SharePoint Document Library custom columns in CRM's Documents associated view

if you are using list component its possible but this type of integration is obsolete now. I hope you are using server side integration where this kind of customization is not supported.