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Microsoft Dynamics CRM (Archived)

Bulk upload documents in share Point through MS CRM.

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Posted on by 80

Hi Experts,

We can upload documents from MS CRM to share point. Is there any way to upload documents in bulk? For example: Select 5 documents and upload together.

Any help would be highly appreciated.

Thanks

AG

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  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Bulk upload documents in share Point through MS CRM.

    Hi

    I would look at it from the other way.

    1) Create the Library from CRM

    2) Browse SharePoint

    3) Open the File Browser from SharePoint and drop the files in there

  • Verified answer
    Yadnyesh Kuvalekar Profile Picture
    Yadnyesh Kuvalekar 4,102 on at
    RE: Bulk upload documents in share Point through MS CRM.

    Hi,

    Below can be one possible solution.

    1. Download and install OneDrive for Business App from below link:

    https://support.microsoft.com/en-us/kb/2903984

    2. Run OneDrive for Business and sync your SharePoint library to your local machine.

    e.g. I have synced all account record's library to my local machine:https://<servername>.sharepoint.com/account

    3. Once your library is synced, you can copy paste multiple files to the local folder and OneDrive for Business app will sync it to SharePoint and eventually you can see the files in CRM.

    Please check suggested answer checkbox if this resolves your issue. Thank you.

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