Service | Customer Service, Contact Center, Fie...

Upload file to integrated SharePoint for Case entity by web api

(1) Share

Report

Posted on by BB-06050824-0

Hi,
I have requirement to upload files to sharepoint against a Case record.
How to upload file (pdf) to case record (by guid) on Sharepoint against a Case record ?

Sharepoint folder created automaticlly when uploaded file by D365 case Documnet tab, but I need to do this in the background using API.

There is any way to create this funcionality?
Thanks

I have the same question (0)

All responses (3)

Answers (0)

Leah Ju Microsoft Employee on at

Like (0)

Report

Upload file to integrated SharePoint for Case entity by web api

Hi partner,

Through web api?

https://www.inkeysolutions.com/blogs/upload-document-to-sharepoint-from-microsoft-d365-ce-using-c-web-api/

https://aric.isite.dev/dynamics/post/dynamics-365-sharepoint-online-integration-webapi/

If you don't want to upload in the form, maybe you can try to use power automate to achieve it.

https://community.dynamics.com/blogs/post/?postid=ac0de564-b759-4048-9874-f32f00b41b23

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

Was this reply helpful? Yes No
BB-06050824-0 21 on at

Like (0)

Report

Upload file to integrated SharePoint for Case entity by web api

Thank you, Leah Ju this is what i'm looking for my solution.
One question:

When file is uploaded by d365 , folder on share point is created automatycly for specyfic case. How to invoke the same from code?

I ahve API on server and conected in to custom connector by on-premises connection.
Expected example solution:

1. external application send resuest to upload file (event in our system) and assigned to the specyfic case based on GUID. This should create new folder on share point and assigned to case
2. user can invoke action from d365 interface (customer service) to send request to my API. My API will send reques to generate file and upload in to sharepoint for specyfic case based on GUID.

in both requirement if folder not exist, methode should create folder and assigned to case. I have integrated Sharepoint with D365 Customer Service.

Was this reply helpful? Yes No
Suggested answer

ba365guy 2,950 on at

Like (0)

Report

Upload file to integrated SharePoint for Case entity by web api

This blog post will give you a base idea to create a SharePoint folder and document location and link it with the newly created case.

You can get the document location based on case guid and upload your pdf there.

Was this reply helpful? Yes No

Join the conversation

Community site session details

Upload file to integrated SharePoint for Case entity by web api

Helpful resources

Quick Links

Responsible AI policies

Pallavi Phade – Community Spotlight

Congratulations to the October Top 10 Community Leaders!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

Featured topics

Product updates

Community site session details

Upload file to integrated SharePoint for Case entity by web api

Helpful resources

Quick Links

Responsible AI policies

Pallavi Phade – Community Spotlight

Congratulations to the October Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

Featured topics

Product updates