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Upload document to Sharepoint through Dynamics (with code)

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Posted on by kranis

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Hello,

I want to know if it is possible to upload a PDF document to Sharepoint, but instead of going directly through Sharepoint, I want to upload it from Dynamics on the particular contact (with code).

Thankful for any information here!

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Luis Nogueira Microsoft Employee on at

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Hi Kranis,

You need a plugin. Please refer to this post community.dynamics.com/.../upload-documents-to-sharepoint-in-plugin for more information.
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Community Member on at

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Yes, there is another way to do it other than using a plugin.

Upload the document as an attachment to a note. Then, a FLOW (Power Automate) would trigger on the creation of a note, move the note attachment into SharePoint, and then delete the note.

If you need metadata around the document, then create a new entity called "Uploaded Document" with the needed MetaData fields in it, and add the Timeline to the Uploaded Document form. Then, just set the metadata, upload an attachment to a note, and let the flow take care of the rest.

See powerusers.microsoft.com/.../290923
Linn Zaw Win 3,407 on at

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I have also written a blog post with similar requirement on how to Upload SharePoint Documents for Dynamics 365/CDS Records Using Flow

http://linnzawwin.blogspot.com/2020/04/upload-sharepoint-documents-for.html