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Customer experience | Sales, Customer Insights,...
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Update content of document stored in SharePoint (selected from document subgrid in CRM )from Online CRM 365 record

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Posted on by 42

Hi Team,

We have to edit CRM document(excel sheet,word) stored in sharepoint from CRM 365 record using either plugin,workflow or MS Flow.

Suppose user go to the account record and select document form document subgrid (checkbox) and click on any button or field change

then we have to write "Completed" word in excel or word doc with current time and lock the document for editing (Read only doc).

Can we achieve this using CRM MS-Flow, We have already used MS-Flow to update sharepoint table column but now we are looking to update the content of the sharepoint document (We have to make only two entries write "Completed" word with current time)

Please suggest me the approach.

Online CRM 365 UCI

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Thank you

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