web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

sharing sharepoint files with customer through a portal app

(0) ShareShare
ReportReport
Posted on by

Hi,

I'm facing a challenge.

we have a portal accessible by our customers on top of the CRM (online)

we want to share some documents with them, and we are using sharepoint for the documents.

but...

we have internal documents which cannot be shared with them and we still need to access these documents through the CRM.

so I would like to configure 2 document location for each customer, pointing to 2 different sharepoint sites (or document libraries)

but I want to display only the shared document location on the portal.

I'm not able to find options to control which location should be displayed in the forms.

I have the same question (0)

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

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
iampranjal Profile Picture

iampranjal 66

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 51 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 40 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans