Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Suggested answer

Case Documents stored in Sharepoint

Posted on by Microsoft Employee

Hi,

I have a few questions. The scenario is that the Client wants to store all case related documents/images in sharepoint (this includes portal comments and documents uploaded from the Portal). We use model driven app and portal for the case management.

I have 3 issues.

1)  Can I update portal comment and the portal to ensure all documents are added to SP? If so how? 

2) Will the document show in line with the comments so that "it makes sense". Ie the image/document is in the same area of the comments (we don't need to navigate to related to view the document)

3) I can't show a list of document against the case in the case form. i created a sub-grid against document location. There isn't any other entity that i can see.

Surely we are not the only people who want to store everything in SP and want the corresponding comments to be shown against the document?

MTIA!

J

  • Suggested answer
    ashish12 Profile Picture
    ashish12 3,079 on at
    RE: Case Documents stored in Sharepoint

    Try this link:

    techcommunity.microsoft.com/.../SharePoint

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Case Documents stored in Sharepoint

    Hi Jay,

    I would recommend you also post this theme in the Sharepoint community.

    [View:https://techcommunity.microsoft.com/t5/SharePoint/ct-p/SharePoint:320:50]

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans