Displaying Sharepoint Document Library Files in a Form when Creating a record

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Posted on by FE-05070620-0

Hello Community,

In Dynamics 365 Sales, I have an entity called Prequalification. When creating a new record from its main form, there’s a section where I need to display all the folders and files of a SharePoint document library named “Legal Entity Documents.” The goal is to allow the users to select some files of different legal entities and assign them to the newly created Prequalification record.

My main problem lies in the initial step. I need to find a way to view the files and folders in the SharePoint Document Library which are not yet related to the record, so I can't use a subgrid with “Show Related Records” for this purpose. I was also looking to use this PCF control: https://pcf.gallery/sharepoint-full-file-explorer/

Has anyone dealt with a similar requirement or could suggest a method to achieve this functionality? Any guidance or examples would be greatly appreciated!

Thank you in advance for your help.

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