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Microsoft Dynamics CRM (Archived)

How to show SharePoint Documents in Main Form in Unified Client Interface?

Posted on by Microsoft Employee

In Legacy web Client form i added SharePoint Attach Documents to Main Form it was easy to achieve with IFrame and piece of JavaScript.

i.e,

var url = Xrm.Page.context.getClientUrl()  
            "/userdefined/areas.aspx?formid=b7569426-ad11-448c-a43d-2dfe8b37a232&inlineEdit=1&navItemName=Documents&oId={"  
            Xrm.Page.data.entity.getId().replace("{", "").replace("}", "")   "}&oType=10152"  
            "&pagemode=iframe&rof=true&security=852023&tabSet=areaSPDocuments&theme=Outlook15White";

            Xrm.Page.getControl("IFRAME_SharePointDocument").setSrc(url);

But the same thing is not working in Unified Client Interface.

when i try to upload document i'm getting error as follows:

legacyDocumentUpload.JPG

and i think Unified interface is not using IFrame for document upload.

Please someone help me through this.

Thank You

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to show SharePoint Documents in Main Form in Unified Client Interface?

    Thank you for help but I tried the same which you suggested.  I hardcoded "otype".

    I am able to have attach document iframe and I can see attached documents too. But when i try to attach new document using upload button in iframe it's throwing above error.

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: How to show SharePoint Documents in Main Form in Unified Client Interface?

    Hi Harsha,

    The reason behind your issue could be the deprecation of xrm.page.context, see this link Important changes coming in Dynamics 365 Customer Engagement. Please follow the link(Unified Interface: SharePoint Document Integration iFrame Broken) to solve your problem. Hope it will help you.

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