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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Find Document Name att...
Microsoft Dynamics CRM (Archived)

Find Document Name attached to record

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Posted on by Subhash_Mahato 147

Hi All,

We have a requirement in dynamics 365 (sales) where we want to know the number of documents attached to a record. the listed documents are actually going to SharePoint folder, so here we want to known the list of records with the name.

if possible we want to display it in the SSRS report.

Thanks & regards 

Subhash Mahato

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I have the same question (0)
  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Subhash,

    CRM store the document location and loads the SharePoint view based on that location. This SharePoint view loads the documents from SharePoint directly. CRm doesn't store any information about the documents available in the spceific SP folder.

    In short, there is nothing within CRM you can do to find the number of documents present in the SharePoint. You need to build some custom logic -

    1. Identify the full path of the SP folder location using the document location entity record in CRM

    2. Call SharePoint API's to get documents for that folder location.

    3. Update the value back in CRM

  • Subhash_Mahato Profile Picture
    Subhash_Mahato 147 on at

    Thanks Ravi.

    I have another question do we have any events which gets trigger while uploading the document to SharePoint or I need to write a scheduler which read and update the document name in CRM back

    Thanks & Regards

    Subhash Mahato

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Subhash,

    No, this is because the docs are uploaded in the SharePoint view loaded in CRM. CRM just displays the content of that CRM folder. If someone adds the document directly in SharePoint that also will get visible in CRM.  

    There are other triggers which you can get in CRM like create/ update/ delete/ retrieve/ retrieve multiple etc. You can work out if you can use any of these. For example, you can create a plugin which triggers on retrieve, now on this plugin you can call the SP API's and get the count of document and then store it in CRM.

  • Subhash_Mahato Profile Picture
    Subhash_Mahato 147 on at

    Thanks Ravi

  • Rits Profile Picture
    Rits 105 on at

    Hi Subhash, Did you achieve the requirement. Can you guide me through the code. Thank you.

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