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Microsoft Dynamics CRM (Archived)

Moving Attachments to SharePoint

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Posted on by 169

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 Profile Picture
    on at
    RE: Moving Attachments to SharePoint

    The link is inactive, can you share the updated link?

  • HenryBinan Profile Picture
    169 on at
    RE: Moving Attachments to SharePoint

    Thank you Jason.

  • HenryBinan Profile Picture
    169 on at
    RE: Moving Attachments to SharePoint

    Thank you Ravi.

  • Verified answer
    jlattimer Profile Picture
    24,562 on at
    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

  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    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"

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