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Suggested answer

Upload file to integrated SharePoint for Case entity by web api

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Posted on by BB-06050824-0 21
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
  • Suggested answer
    ba365guy Profile Picture
    ba365guy 2,946 on at
    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. 
  • BB-06050824-0 Profile Picture
    BB-06050824-0 21 on at
    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. 
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Upload file to integrated SharePoint for Case entity by web api
    Hi partner,
    Through web api?
     
    If you don't want to upload in the form, maybe you can try to use power automate to achieve it.
    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
     

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