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advanced find query

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Hi all,

I want to find all contacts with documents using advanced find. Is it possible??

Any help would be appreciated.

Thx!

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meelamri 13,216 User Group Leader on at

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Hi,

Document are stored in SharePoint does not have any reference in CRM. So you can't use an advanced Find query.

Please refer to this discussion:

community.dynamics.com/.../how-can-we-filter-out-all-the-entity-record-with-document

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JSilva 485 on at

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Hi,

You can have this information with advanced find, but we have two distinct cenarios:

1º - using sharePoint integration - docs stored in sharepoint?

This way you will have all list of document locations related to entity type: contacts

Now you only need to configure the atributes of the list

or

2º Using notes to attach documents - docs stored in DYN365 DB?

The notes you can do in same way but in notes entity

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prt33k 6,907 on at

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Hi,

OOB - it is not. As suggested before, you don't have references for documents in CRM.

However, you can write a power automate to update a flag on Contact whenever the item is created on SharePoint under contact folder.

Thanks,

Prateek

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JSilva 485 on at

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Hi,

Yes, I understand what you want to mean.... but i havent´t understand/realized the exact scope:

First we need to understand the exact scope

Where he store the documents? - in notes attachements or in sharepoint - (Sharepoint connector).

If it´s in sharepoint We can suggest to search with advanced find with some extras.... :)

For example something like what you suggest: let´s see an way to da that:

1.Create a PA that see when a new file (document) in sharepoint it´s stored

2. automatically fills in a custom field (two option) in sharepoint location documents related to this folder in DYN365.

This way you can use the advanced finder...Yes or not? ;)

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