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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics CRM custom wo...
Microsoft Dynamics CRM (Archived)

Dynamics CRM custom workflow activity to SharePoint

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Posted on by MituCRMing 274

Hello,

I have for custom entity's including a document entity. All 3 entity's have a 1 to many relationships with the document entity.  What we are trying to achieve is that when a document is attached to any of the entities to auto number the documents and associates those to the custom case entity ID. It's onprem environment.

Thank you for the help.

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  • Kokulan Profile Picture
    Kokulan 18,054 on at

    Hi

    Could you provide a bit more detail around your question related to Custom Workflow Activity?

    Do you already have a custom workflow activity or do you want to create one to save documents to Sharepoint folders?

    Are you using CRM Sharepoint integration? If so, could you please let us know if you are using the old list-based integration or the new Server Side Integration.

  • MituCRMing Profile Picture
    MituCRMing 274 on at

    Hi Kokulan,

    Thank you for looking into it. It's the new Server Side Integration and I don't have a custom workflow activity. I want to create a new one but it will be my first time to do so.

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