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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / ADXStudio Portal and D...
Microsoft Dynamics CRM (Archived)

ADXStudio Portal and Document Management

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Posted on by Crm Practitioner 170

Hi all,

In CRM Portal, if we upload an attachment, where does it go ? Can I look for it in CRM ?

Is it possible to have attachment go directly to SharePoint ?

Is there a way to do SharePoint search from the portal

Thanks

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    M I Mostafa Profile Picture
    M I Mostafa 4,257 on at

    Hi there,

    I can't confirm how this works in the latest CRM portal but from my experience with ADX Studio, I know that Files & Attachments can be stored directly in CRM or in Azure Blob storage for easy access. The content editor allows you to insert images and videos directly from resources present on your site.

    Hope this helps! Please mark as verified answer if you found this response helpful.

  • Suggested answer
    JohnAnonymous Profile Picture
    JohnAnonymous 5,241 on at

    If you are using the Microsoft hosted portal, I'm assuming that the attachment will go into a notes section somewhere. Maybe someone can confirm this.

    There's no out of the box way to use SharePoint with the Microsoft hosted portal. It's not (yet) supported.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    If you are asking about an attachment through a form in ADX, I suppose it creates a note in CRM which is attached with the record (which is created using that form).

  • Crm Practitioner Profile Picture
    Crm Practitioner 170 on at

    Thanks for the response.

    I wonder if there is any free workflow out there that could regularly sweep the note entity and move the attachments to SharePoint. I suppose I could write some custom workflow to do that, but if there is something already is available, I could just use it.

  • Micchael Profile Picture
    Micchael 390 on at

    Hi,

    Attachments:

    On prem - stored as attachment to Web File Entity

    On line (8.x)   - attachment contains an Azure Blob storage reference

    Share poit integration:

    On prem:  community.adxstudio.com/.../sharepoint-document-library

    On line (8.x)   - no integration at all.

    community.dynamics.com/.../210867

    Hope it helps,

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