News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Map Fields (Files) in ...

Microsoft Dynamics CRM (Archived)

Map Fields (Files) in a form to a defined folder structure in SharePoint

(0) Share

Report

Report

Posted on by Community Member Microsoft Employee

Hello All,

I have a requirement, where I am asked to have a form that has sections to upload various types of files. For e.g

Consultant Entity will have fields to upload files of different types

-- Contract-Signed.pdf (Maps to folder in SP : Site/Consultant/JohnDoe/Agreements

-- Devices-checked-out-from-company.pdf (Maps to /Consultant/JohnDoe/DevicesinUse)

-- Work-Permit.pdf (Maps to /Consultant/JohnDoe/Permits

Each of these uploads can have security roles tied to it. For e.g. Work Permits are to be accessed by the legal team only.

Is there anything in Dynamics CRM that provides this feature OOB.

*This post is locked for comments

All responses Img

All responses (3)

Answers Img

Answers (0)

Gopalan Bhuvanesh 11,397 on at

Like (0)

Report

RE: Map Fields (Files) in a form to a defined folder structure in SharePoint

Yes

Consultant Entity form will have Agreement, DeviceinUse and Permits (Entities) subgrids.

Each record in these entities will have a folder in SharePoint. So, you can store single or multiple documents within this folder.
Community Member Microsoft Employee on at

Like (0)

Report

RE: Map Fields (Files) in a form to a defined folder structure in SharePoint

Ok.. Does that mean , I have to use multiple document associated grids in the form for each document type that I upload ?
Gopalan Bhuvanesh 11,397 on at

Like (0)

Report

RE: Map Fields (Files) in a form to a defined folder structure in SharePoint

Hi

The current OOB feature is, that the user can upload files, related to a record in CRM.

By default, a single folder location would be created for each record (if Entity is enabled for Document Management), when we first upload a file.

I believe that there is no change in Dynamics 365.

So, OOB, we cannot create different fields within the form to upload to different location.

The OOB solution could be:

Different entities for each of the type and setting privileges for these entities, as well as similar restrictions within SharePoint.

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2

Martin Dráb 230,214 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans