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Suggested answer

Download documents and import into CRM

Posted on by

Hi Expert,

I have set up SharePoint(online) server-based integrated with CRM instance. Now I want to import some documents in SharePoint into CRM and show them in the Document Associate View of the corresponding Contact Entity.

Can you advice me the proper solution to achieve this solution. 

Thank you so much for your response in advance.

  • Suggested answer
    RE: Download documents and import into CRM

    Is this article useful?

    docs.microsoft.com/.../set-up-dynamics-365-online-to-use-sharepoint-online

    Once you have set the Managed Entity, a "Document" will appear in the Related tab of the Entity Form where you can upload the file.

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