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Display List of Documents located in SharePoint within a CRM Opportunity form

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Posted on by Community Member Microsoft Employee

Hi,

Context: using Dynamics O365 (CRM) and SharePoint Online.

Is it possible to display a list of documents within the Opportunity Form, which are attached to an opportunity and located in SharePoint ONLINE, ?

So far I have found that I can display the location where the documents are but not the list of documents.

I can also click to expend the opportunity on the main bar and select Documents to see a documents list form which is a seperate page

This would requires having to go there every time to check if documents are been attached to an opportunity, which is not practical.

Your help would be much appreciated

LJ

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Community Member Microsoft Employee on at

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RE: Display List of Documents located in SharePoint within a CRM Opportunity form

Thank you Prashant - much appreciated.
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PS 23,577 on at

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RE: Display List of Documents located in SharePoint within a CRM Opportunity form

Here: salimadamoncrm.com/.../how-to-show-sharepoint-document-list-on-main-crm-form

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