Additional Metadata for SharePoint when document uploaded in Dynamics

(0) Share

Report

Posted on by Community Member

We did OOB SharePoint and Dynamics Integration. But we've a requirement to pass additional data (custom fields created on Dynamics) to SharePoint List. new fields have been added to ShatrePoint List in SharePoint.

Do we have a trigger condition in Dynamics, when a doc is uploaded through the path in Dynamics?

Thanks in advance.

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

Sort by

Lokin Shah 55 on at

Like (0)

Report
Copy link

Link copied!

Hi, you can create new attribute to Sharepoint document entity, But there is no way you can set the value.

I tried registering the plugin on sharepointdocument, sharepointdocumentlocation but was never triggered. if that works you can call custom code to set data into sharepoint.

In case you find any solution please share.

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi,

CRM doesn't have anything out of box to handle sharepoint request/response. CRM just display the documents from sharepoint using the sharepoint view. If you need some additional/ custom logic, you can create documents location using custom code and also add your own logic like additional data.

You can refer this to start with-community.dynamics.com/.../creating-sharepoint-folder-automatically-custom-plugin-code

Hope this helps.

Was this reply helpful? Yes No
Verified answer

PranavShroti 4,510 on at

Like (1)

Report
Copy link

Link copied!

Hi

Option: 1 Build Windows service/Plugin/WF which is storing the metadata of Dynamic 365 on SharePoint.

Option 2: External Tool Available in market: Dynamic SharePoint Organizer

www.crmsoftwareblog.com/.../crm-metadata-saved-sharepoint-columns

Regards,

Pranav

If found useful, please mark the answer as verified

Was this reply helpful? Yes No
Suggested answer

ng5356 165 on at

Like (0)

Report
Copy link

Link copied!

Hi Meet,

Checkout the solution that we have recently released https://youtu.be/WWOzcwJmQDY

Was this reply helpful? Yes No