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Dynamics 365 Community / Forums / Field Service forum / Upload a document to S...
Field Service forum

Upload a document to Sharepoint using Rest and Javascript

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Posted on by faramendi 100

Hi!

I have a requirement to uploads documents from CRM to SP.

I have create the webresources, etc in the UI and I am facing the js code and honestly i am lost.

I am new in CRM and I am surfing the web looking for examples... I have found this... 

https://docs.microsoft.com/es-es/sharepoint/dev/sp-add-ins/upload-a-file-by-using-the-rest-api-and-jquery

I am playing with the first example... but I do not know even how the authrization works... and if this example is what I need

Any help would be really appreciated

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  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at

    You might want to have a look on this page on how to use the standard SP integration with CRM:

    docs.microsoft.com/.../set-up-dynamics-365-online-to-use-sharepoint-online

  • faramendi Profile Picture
    faramendi 100 on at

    thanks for your reply, but our requirements are not covered with the OOB integration.

    that is the reason to develop a custom solution.

    our 2 products are on-premises... to be able to connect with js and rest api, do I need to authenticate using oauth or something similar?

  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at

    For this requirement you might need to overcome the cross-domain call issue:

    community.dynamics.com/.../crm2011-and-cross-domain-calls-part-1

    Further you can find resources on how to call SharePoint REST from a client:

    www.whypad.com/.../1169

    www.slideshare.net/.../sharepoint-2013-rest-api-remote-authentication-50591735

    this might only work for anonymous access for SharePoint.

    You might also consider to create a proxy web service that does the proper handling of authentication.

    My experiences were that JavaScript in CRM to access SharePoint outside will not work.

    Another way would be a custom action that will use a workflow activity to authenticate against SharePoint:

    code.msdn.microsoft.com/SharePoint-Integration-c5f21604

  • faramendi Profile Picture
    faramendi 100 on at

    so based on your experience JavaScript is a wasting time right?

    what about the plugin? sounds good... how I would pass the file to the plugin? I should get the buffer array and set it in a hidden field of the form??

    thanks for your support

  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at

    It depends on how you want to pass the file to CRM and SharePoint. In CRM you would usually store a file on the note entity.

    community.dynamics.com/.../240820 Mohd provided links with samples on how to work with the note(annotation) entity.

    basically its this part to get the bytes:

    string documentBody = (string)annotation.Attributes["documentbody"];

    byte[] fileContent = Convert.FromBase64String(documentBody);

  • faramendi Profile Picture
    faramendi 100 on at

    We are not using notes, instead we have created a custom entity with a kendo file control, etc, etc...

    so I am not sure if is possible to set all the file array in a field to send it to the plugin... in fact I would add more information than the array of bytes... possibly formatted in xml or similar

  • Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at

    without using note attachments you will quickly have the issue regarding file sizes. Regular fields are very limited. Thats why I suggest to use notes with attachments.

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