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Hi Guys,
I have lead entity integrate with SharePoint On Premises, i want to move all document associated with lead to opportunity when lead qualify.
sharepoint & crm both are on-premises.
anybody help me how to achieve that using crm plugin or workflow ?
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Given you the guidelines. Please get your hand dirty and start developing :p
yes, that is right.
but how to get all document in plugin or workflow that is stored with lead record in SharePoint ?
Hi,
you might create a sharepoint location for the opportunity and point it to the same sharepoint folder which is used for the lead?
Unfortunately there seems like no straight forward CRM SDK to achieve this.
You have to deal with SharePoint SDK as well. You can refer to both URL below for the rough idea how to achieve this:
community.dynamics.com/.../205584
code.msdn.microsoft.com/SharePoint-Integration-c5f21604
Basically you need to:
>Create Document Location for Opportunity
>Upload Document to the Document Location
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