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Customer experience | Sales, Customer Insights,...
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Sharepoint Documents in Dynamics crm using Javascript

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Posted on by 30

Hello everyone, 

I have a query that i have a lookup field with lead entity in client entity i want if lead lookup field have value then show lead sharepoint documents otherwise client sharepoint documents using javascript can anyone help me please ?

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  • Suggested answer
    Jean Joel Kakou Profile Picture
    on at

    Hello Vipin,

    Thank for your post on Forum,

    it is possible to get the list of documents from a lead record on account but you will only have in the Quick View form the Location but not the file itself as in the Document associated.

    On Lead record we can see:

    pastedimage1600863979793v1.png

    But after we add a quick view form on the documents related to the lead record in Account:

    The file is not visible anymore

    pastedimage1600864038595v2.png

    So I dont think it is possible to do what you are trying to achieve.

  • Vipin7060 Profile Picture
    30 on at

    Okk Thanks Jean Joel Kakou

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