categorize my documents and files in opportunity (2nd)

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Posted on by DiePic

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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"

Categories:

Leads or Opportunities

Quotes / Orders / Invoices

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Community Member Microsoft Employee on at

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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.