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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to check if any do...
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How to check if any document is uploaded in sharepoint

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Posted on by EKL 2

Hi,

In my form ,we have sharepoint documents to be uploaded and I need to check if any documents are loaded  before 3 hours.

Thanks

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: How to check if any document is uploaded in sharepoint

    Hi EKL,

    The best way is to set up SharePoint Online with customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), this will allow you to:

    • Create, upload, view, and delete documents stored in SharePoint from within customer engagement apps.
    • Use the SharePoint document management abilities within customer engagement apps, such as checking the document in and out and changing document properties.
    • Enable non-customer engagement apps users, such as customers who want to review a bid, to directly access the SharePoint documents, provided they have the appropriate permissions.

    You can read more about this here.

  • EKL Profile Picture
    EKL 2 on at
    RE: How to check if any document is uploaded in sharepoint

    Hi,

    I want to have validation of sharepoint documents on the form  and set notification ,not manually check.

    Thanks

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: How to check if any document is uploaded in sharepoint

    Hi EKL,

    Open SharePoint and check that the documents are there.

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