Accessing SharePoint from CRM Online plugin

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Posted on by wendell.simmons

Does anyone have a CRM plug-in code sample that accesses SharePoint Online from CRM Online in the same tenant? It should be a no-brainer, so I'm sure we're missing something simple. The context we're solving for is to fire the plugin from a CRM form to retrieve a file from SharePoint and download to the hard-drive. But we can't get to the meat of it until we can connect to SharePoint from a plugin. BTW, the CRM-SharePoint native integration works fine so there shouldn't be any fundamental setup issues (you would think).

Thank you!

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RaviKashyap 55,410 Moderator on at

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Hi Wendell,

Yes, after implementing it I can say its not a brainer but will require some additional stuff needs to be done to get/ generate the authentication token. This was already done by Scott Durow and the code is available aslso available.

Refer the below blog which has all the required links-

community.dynamics.com/.../creating-sharepoint-folder-automatically-custom-plugin-code

I hope this helps. If my post answer your questions, please mark it as helpful/ verified.

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Aric Levin - MVP 30,190 Moderator on at

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I think that the following article from Rhett Clinton will help you.

bingsoft.wordpress.com/.../crm-online-to-sharepoint-online-integration-using-rest-and-adfs

It is based on an older version of CRM Online, but should still work.

I hope this helps.

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Andre Margono 2,602 on at

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your use case mentioned about retrieve a file from SharePoint and download to hard-drive. AFAIK, CRM online won't give you access to save to hard-drive, as all plugins must be registered in isolation (sandbox).

The most flexible way of developing custom code to SharePoint is using the SharePoint client sdk, however this assembly won't be available as registered dll for CRM Online. The only option if you only have CRM online access is to use the SharePoint REST API using the method that the others have mentioned above.

The solution that I used in the past that works well is using a custom API, where we can get full flexibility to use the SharePoint client sdk, as well as calling the function specifically from the plugins. this also will address your requirement to be able to store the file in hard disk.

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Syed Ibrahim 6,257 on at

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Since CRM is online Sandbox plugins we cant access the IO methods (files operation on local drives) & Sharepoint Assemblies. Best way is to write a batch file or windows service to retrive files from sharepoint (through rest API or webservice) and store to any physical locations.

Reference Links:

blogs.msdn.microsoft.com/.../sharepoint-web-service-example-grabbing-wiki-content

blogs.msdn.microsoft.com/.../how-to-download-files-from-a-sharepoint-document-library-remotely-via-lists-asmx-webservice-sps-2003-moss-2007

hope this helps

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