Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Display OneDrive associated view documents on form grid

Posted on by Microsoft Employee

Hello everyone,

My customer work with Dynamics CRM Online 2016 and One Drive documents.

Is there a way to display associated OneDrive documents linked to a contact for example on a form grid ?

The link between contacts > documents seems to be unavailable.

I can only display the document folder location on a grid.

Thanks for your answers

*This post is locked for comments

  • ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: Display OneDrive associated view documents on form grid

    The documents grid is only available as an associated grid - it can't be placed on the form (I think for performance reasons since every form load would go off and query sharepoint/onedrive)

    If the contacts/documents associated grid is not available - check that documents are enabled for the contact entity - perhaps try disabling and re-enabling it? www.microsoft.com/.../enable-sharepoint-document-management-for-specific-entities.aspx

    Hope this helps

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans