Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / SharePoint Integration...
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

SharePoint Integration- show custom columns

(0) ShareShare
ReportReport
Posted on by kelly1 193

Hi,

We enabled SharePoint Integration and added a custom required field on a library. When uploading a document from SharePoint we are able to populate the custom field.

The Documents Associated View in Dynamics does not show the custom field and since this is required, we are not allowed to check in the document from dynamics.

We would like to show the custom field in the Documents Associated View, and also populate this field from Dynamics instead of having to open Sharepoint. Is this possible?

Thanks,
Kelly

  • Diana Tittes Profile Picture
    Diana Tittes on at
    RE: SharePoint Integration- show custom columns

    Hi Kelly,

    You are welcome. Hope you are well.

    Unfortunately, this is not supported to be done from Dynamics. (Dynamics rely on SharePoint API to retrieve the data).The values of columns will have to be entered,populated in SharePoint.

    Please let me know if you have any other questions.

    Thank you.

    Regards,

    Diana

  • kelly1 Profile Picture
    kelly1 193 on at
    RE: SharePoint Integration- show custom columns

    Hi Diana,

    Thanks for your reply. I managed to include the field on the view.

    Is it possible to populate the field from Dynamics? Is there a way, maybe we can include it under the Edit Properties popup (see image below)?

    pastedimage1584524679986v1.png

    Thanks.

  • Diana Tittes Profile Picture
    Diana Tittes on at
    RE: SharePoint Integration- show custom columns

    Hi Kelly,

    My name is Diana , from Microsoft Support. I see that you mentioned you have added a custom column on the SharePoint side, but you are not able to see it in the Document Associated Grid View. Have you also added this custom column on the view from CRM?

    Create the Field in CRM that has the same Display name as what you created in SharePoint.
    In CRM under the SharePoint Document entity, create field using the same Display Name as the column name in SharePoint. When selecting the data type choose Single Line of Text for all SharePoint data types except for dates, here you can use the CRM date data type. Now add the Custom Field to the SharePoint Documents Associated Grid View in CRM. These values in the custom fields need to be populated in SharePoint.
    Now open a record and navigate to the Documents for that record. You should now see the populated values for the custom fields based on what we have in SharePoint.

    Please be aware that customizing the entity/grid view, adding/removing columns, and other similar customizations can corrupt sometimes FetchXML and LayoutXML (https://docs.microsoft.com/en-us/power-platform/admin/troubleshoot-set-up-sharepoint-online#missing-document-associated-grid---validate-and-fix).

    Please let me know if you have any other questions.

    Thank you and I wish you a pleasant day ahead!

    Regards,

    Diana

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,321 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Get batch job history log from D365 FO to Power Automate

Product updates

Dynamics 365 release plans