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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Deletion of documents ...
Microsoft Dynamics CRM (Archived)

Deletion of documents stored on SharePoint with trigger point in CRM

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Posted on by Community Member

Hi

I am using MSCRM 2015 online and SharePoint online integrated through Server based integration.

I have a requirement to delete documents stored on SharePoint after 60 days once case status is completed in CRM.  Is there a way of doing it through OOB feature or I have to use custom code. Please suggest.

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  • Suggested answer
    Royal King Profile Picture
    Royal King 27,686 on at

    there is no OOB you have to write custom code to do this. You could use custom workflow step to delete all the documents from sharepoint after case has been closed.

    Check the below post that shows how to interact with sharepoint using custom workflow

    http://develop1.net/public/post/SharePoint-Integration-Reloaded-e28093-Part-3.aspx

  • Community Member Profile Picture
    Community Member on at

    Thanks for confirming.

    Does anyone have any similar code related to this for updating or deleting sharepoint record from mscrm 2015 online

  • Royal King Profile Picture
    Royal King 27,686 on at

    Check the below post this will give you sample code to write workflwo to delete records from sharepoint

    develop1.net/.../SharePoint-Integration-Reloaded-e28093-Part-3.aspx

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