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Customer experience | Sales, Customer Insights,...
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how to check if File is uploaded to sharepoint

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Posted on by 170

D365 online is integrated with Sharepoint. There are few records with files uploaded to sharepoint and few are noy having. How do I find the list of all Records(Accounts) which has file in the sharepoint!!

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  • Suggested answer
    Kenneth Ariel Chaves Herrera Profile Picture
    Microsoft Employee on at

    Hi Razyaz, I hope you are doing good.

    You can try creating an advanced find with the entity called "Accounts". Then, You should add a column in the advanced find that contains the notes you added to the records called "Documents" and run the query.

    Here more info:

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

    docs.microsoft.com/.../set-up-sharepoint-integration

    If this answers you question, check it as verified.

    Thanks.

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