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Hello Experts,
I have a requirement that I have to upload the documents over the dynamics 365 using the custom/HTML button instead of default as I've to manage these documents for the future references and also view the list of document and log the information that for which user I've uploaded the document.
Can anyone suggest me that how to get this....
thanks
Hi Rocker,
Thanks for you valuable response. Could please provide me some sample for the same.
You can't trigger plugin on custom button as plugin is not on demand.
In your case you have to write Jquery to upload documents in share point.
I know that we can use this OOB features but issue is that we have to perform some other operation while uploading the document like: we have to import the data from that document into the CRM and then will upload over the share point. That's why we want to use custom button and also want to trigger the plugin during the upload.
Hi
Are you sure you do not want to use this out of the box UI?
This view lists all the documents, has the details about who uploaded it and it also does not need the user to login again. I would try and convince your users to stick with this as Microsoft will keep improving the feature of this.
Hi Kokulan,
I want to upload these document over the Share Point and we are using "Microsoft Dynamics 365 Version 1710 (9.1.0.3254) online". Could you please provide me the both solution so I may have an idea.
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