Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

categorize my documents and files in opportunity (2nd)

(0) ShareShare
ReportReport
Posted on by 448

I'll ask if it's possible to categorize my document creating a new personalized table with the list of files categories to choose in a listbox (or something similar) from my list of files in "opportunity" and archive this data in a new field of table "sharepointdocument"
pastedimage1660806022922v1.png

  • Verified answer
    Community Member Profile Picture
    on at
    RE: categorize my documents and files in opportunity (2nd)

    Hi DiePic,

    The data of  "sharepointdocument" is synced form the SharePoint and would not save to Dataverse. So you can only change the category in the SharePoint first then auto sync back to D365.

    If I don't misunderstand, you want to create a table in D365 Sales which has a choice filed to list the file categories. 

    Here is a solution, however I'm not sure it can work or not.(I'm not familiar with SharePoint.)

    Steps:

    1. Sync data from the SharePoint's Opportunity folder to the new personalized table.

    2. Modify the category in the new personalized table.

    3.Sync back to SharePoint after Step2.

    Then the category on the  "sharepointdocument" would be auto modified.

    Hope this can help you.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Holly Huffman Profile Picture

Holly Huffman 103

#2
Muhammad Shahzad Shafique Profile Picture

Muhammad Shahzad Sh... 96 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 51 Most Valuable Professional

Product updates

Dynamics 365 release plans