Moving Attachments to SharePoint

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Posted on by HenryBinan

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Hi,

Is there any way we can move attachments from emails and Notes to specific locations in SharePoint with coding or out of the box customization without going through the other vendors?

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Community Member Microsoft Employee on at

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RE: Moving Attachments to SharePoint

The link is inactive, can you share the updated link?
HenryBinan 169 on at

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RE: Moving Attachments to SharePoint

Thank you Jason.
HenryBinan 169 on at

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RE: Moving Attachments to SharePoint

Thank you Ravi.
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jlattimer 24,558 on at

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RE: Moving Attachments to SharePoint

Walk through the post on this blog using his SharePoint connector - it will have everything you need to use the REST endpoint to add files.

http://journeyintocrm.com/archives/tag/sharepoint
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RaviKashyap 55,410 on at

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RE: Moving Attachments to SharePoint

Hi Henry,

OOB its not possible. This can be done with custom code. You will first have to find a way/ code to connect you CRM online to SharePoint online. As this is CRM online, this needs to be done using SharePoint REST API's.

Once this is done, you need to find the way/ code to upload the document to SharePoint.

I did that with the helps of following links-

www.inogic.com/.../programmatically-create-folders-and-upload-files-in-sharepoint-server-2013-through-plug-inworkflow

develop1.net/.../SharePoint-Integration-Reloaded-e28093-Part-3.aspx

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

All the best.

I hope this helps. If my post answers your question, please mark it as "Verified"