web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Download documents and...

Customer experience | Sales, Customer Insights,...

Suggested Answer

Download documents and import into CRM

(0) Share

Report

Report

Posted on by ALAN365

2

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.

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Yoshika Suzuki Microsoft Employee on at

Like (0)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1

ManoVerse 192 Super User 2026 Season 1

#2

#3

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans