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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM / Sharepoint integ...
Microsoft Dynamics CRM (Archived)

CRM / Sharepoint integration - Trigger plugin when a document is added, updated, removed into Sharepoint

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Posted on by Steeve G

Hi,

for the server to server crm - Sharepoint integration, In CRM, is there any event on which we can fire a plugin or Workflow or something else in order to apply some business logics on it?

I know that CRM hold information about document Locations, but there's no such things for document itself.

Thanks!

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

    No there isn't form CRM itself. CRM doesn't keep track of the document you place in a SharePoint library.

    Depending on what you are looking for, you can have a look at Microsoft Flow. That has actions on when a document is added to a library and it can connect to CRM. Or you can have a look at something like the SharePoint webhooks and e.g. Azure functions: channel9.msdn.com/.../PnP-Web-Cast-Introducing-SharePoint-WebHooks

  • Steeve G Profile Picture
    Steeve G on at

    Thanks!

    In fact I'm working on an on-premise installation. so Flow is not an option.

    My requirement is for all new document in Sharepoint integratd with CRM to update metadata of this document with CRM data.

    So for now the only option I got is  :

    • Fetch, each 5 or 10 minutes for new or updated document in Sharepoint,
    • Get his location in Sharepoint,
    • Query CRM if this location is a location stored in CRM
    • If yes than take metadata out of the related record in CRM and update document metadata in Sharepoint.

    I would prefer CRM to trigger an event directly it will be easier to integrate.

    Thanks!

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

    Depending on you SharePoint version, this might be useful: www.schaeflein.net/reading-the-sharepoint-change-log-from-csom

    SharePoint has a change tracking log which you can use to get all files changed in site, web or list. It al depends on the amount of data you are working with, but if it's large, this may be very efficient.

  • Suggested answer
    Santosh bhagat Profile Picture
    Santosh bhagat 464 on at

    Check below link

    dotnetdeveloper2012.blogspot.com/.../dynamics-crm-sharepoint-upload-event.html

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