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Microsoft Dynamics CRM (Archived)

push notes to sharepoint online instance from crm

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Posted on by 795

Hi All,

I want to push my notes to sharepoint using plugin on create of "Note" . Thanks for any help

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  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    Assuming you want to transfer your notes attachment to SharePoint using plugin, this post (it's old but should be good) should help you to get started: congruentdynamics.blogspot.in/.../bulk-upload-documents-to-online.html

    Thanks

  • Suggested answer
    Syed Ibrahim Profile Picture
    6,257 on at

    You can consider this also for zero code integration.

    There is an out of box feature is available to map Entity attachment to a specific folder in sharepoint . You can select specific entity for which the attachments can be moved to sharepoint. You can refer below links.

    www.powerobjects.com/.../get-a-better-understanding-of-the-sharepoint-online-integration-with-dynamics-crm-online

    crmbook.powerobjects.com/.../setting-up-the-document-management-integration

  • CRM Beginner Profile Picture
    795 on at

    Can you help me with complete code for this @HIMBAP ?

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