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Is it possible to integrate sharepoint with D365 marketing email editor ? My requirement is that user should be able to browse and select the files in the connected sharepoint, and those should automatically be converted to links.
By default we have to manually add links, which is very cumbersome.
Hi Chirag,
Unfortunately it is difficult to do such integration.
Because the records in Document Associated Grid we see don't actually exist in Dynamics, information of those items are synced from SharePoint server side.
You could check whether following workaround would work for you.
1. Create a custom entity to represent the SharePoint document.
2. Export your SharePoint list to excel file with Flow.
3. Copy data of the excel file to template of the custom entity, then import the template to create new records.
https://www.encorebusiness.com/blog/how-to-use-import-in-dynamics-365-customer-engagement/
4. Sync the custom entity with marketing insights service to make it to be available in assist edit.
https://docs.microsoft.com/en-us/dynamics365/marketing/mkt-settings-sync
Finally, you can add the link to SharePoint file from the custom entity.
Regards,
Clofly
Hi Chirag,
Thanks for your input. We don't have any integration with Sharepoint out of the box today. Please share your suggestion to the ideas portal.
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