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Document management or custom file uploading in crm 365

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Posted on by faramendi 100

Hi all,

the point is to avoid the notes/attachment system. we need add custom properies to the documents as category, subcategory or whatever

other point is not store the files into th DB.

So.... we are thinking in integrate our CRM with SharePoint, but we need to categorize the documents. so, the idea was to extend the metadata in sharepoint and upload the files from CRM. but we did not find the way to set the custom attributes from CRM. is this true? do we need to implement a custom solution using the sharepoint SDK?

The other option is to create a custom file upload webresource... the idea is create a webresource with a file control, send the file and caputure it in a plugin... but no idea if this is possible or how to achieve it

any suggestion?

Categories:
Analysis and Integration
  • faramendi Profile Picture
    faramendi 100 on at
    RE: Document management or custom file uploading in crm 365

    thanks for your answer...

    So it is better use the SP rest services than the client side API?

    I hace read how some people use the server side API but I do not know how to send the file objtect from the client  to the server side

    thanks

  • Verified answer
    Jonathon Nachman Profile Picture
    Jonathon Nachman 997 on at
    RE: Document management or custom file uploading in crm 365

    No worries , i would say you will have luck using the SP REST services to upload the file using client side scripting using your html form . plenty of examples around on how you can implement this.

    Good luck

  • faramendi Profile Picture
    faramendi 100 on at
    RE: Document management or custom file uploading in crm 365

    thanks for your answer...

    I am really new in dynamics but a cannot understand how limited is the integration between both Microsoft products...

    for the web resource way... how do you implement it?

    few html controls to feed the SP tags and a input file? when the form is saved in js, do you send the file using the SP sdk client side??

    thanks again for your comments

  • Suggested answer
    Jonathon Nachman Profile Picture
    Jonathon Nachman 997 on at
    RE: Document management or custom file uploading in crm 365

    Hi Farmendi

    Going through this a few times before , hopefully i can give some insight.

    I have not found a way to work with the columns / meta data using dynamics standard integration. Therefore a custom solution has always been required as my client required the ability to upload the document through the related dynamics record but also lot/tag the title of the document along with the type (e.g. certificate)

    Any easier way would be to create sub folders and have the users place the correct documents in the sub folders (however sub folder creation will be custom development or something clever on the SharePoint side) - i have gone down this route before and have had a CRM plugin create all the folders instead of the standard solution.

    Another way is to (again custom development) is to have a web resource that sits on the form that can used to upload the document and select the metadata to attach to it.

    I hope this helps. The SharePoint integration that Microsoft offers for integration is very basic and i have yet to use it without it needing to be overridden by code.

    Hopefully they will hear the cries and build us something a bit more usable for the real world!

    Many thanks

    Jonathan

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