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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to download the do...
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How to download the documents from the SharePoint?

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Posted on by Himanshu Kamboj 379
Hi All,
 
 
I have a simple requirement to download the document from the SharePoint site.
 
Like I have a subgrid of custom entity, where each record has the document uploaded on sharepoint, the good thing is here like I have the sharepoint site location in each record, at the time of document uploading I am updating the particular record with sharepoint url where the record exists.
 
So Now what I need to do, as I will select the subgrid records and will click the custom button(download button) then all the documents from the selected records should be downloaded from sharepoint to my computer local download folder.
 
Note: document type is not define, means it can be anything (text, pdf, docx, png, xml...etc)
 
Please suggest any way to do it, or is it doable ?
 
And for now, I am passing the selected record array in power automate and through that I can get each record through the Id and there I have the sharepoint URL for every record,
but how to use that sharpoint url to get the document.??
 
 
 
 
  • Inogic Profile Picture
    Inogic 408 on at
    How to download the documents from the SharePoint?
    Hi Himanshu,
    It sounds like you are looking for a solution to download documents from SharePoint, associated with records in Dynamics 365 CRM, to your local computer.
    Based on your use case, SharePoint Security Sync could be a perfect fit for this need, with its seamless integration between Dynamics 365 CRM and SharePoint.
    This tool enhances the Dynamics 365-SharePoint integration by not only associating documents with CRM records but also syncing security privileges between Dynamics 365 CRM and SharePoint.
    Here’s how SharePoint Security Sync can help you meet your needs:
    1. Bulk Document Download: SharePoint Security Sync supports bulk downloading of documents linked to CRM records. It has intuitive UI using which user can select the documents and download it in one click. Similarly, user can also upload files, rename, copy sharable link, etc. from the UI.  
    2. Security and Access Control: The solution automatically syncs security roles from Dynamics 365 CRM to SharePoint, ensuring that only authorized users can access and download the documents, providing secure access to confidential files.
    3. Support for Multiple Document Types: Since your documents may be of various types (PDF, DOCX, images, etc.), SharePoint Security Sync ensures that these documents are properly synced and accessible for download, regardless of file format.
    You can install the app from Inogic website or Microsoft AppSource  for a 15-day free trial to evaluate its features.
    For more information or a live demo, feel free to contact us at crm@inogic.com.
     
    Thanks,
    Sam
    Website: www.inogic.com
  • Verified answer
    Himanshu Kamboj Profile Picture
    Himanshu Kamboj 379 on at
    How to download the documents from the SharePoint?
    I have done this thing through the power automate, I am triggering the power automate on click of customs button on subgrid and passing the selected records Id to power automate, there I am using the below listed steps.
     
    Get a row by Id(Getting sharepoint Folder Url From the each Records)
    SharePoint(Get File Properties Only)  (Using Folder Path)
    SharePoint(Get File Content Using Path)
    OneDrive for Business(Create File)
    OneDrive for Business(Create share link by path)
     In the End I am sending the (OneDrive Folder Link)response back to Javascript
    And through the Js I am opening that link in a new tab using window.open(responseLink, 'blank');
     
    Here my documents Downloading from different-2 SharePoint folders to single folder of OneDrive, but only one thing is pending here like it is using my onedrive only to store the documents because my OneDrive is configured with power automate, but I want here like whoever logged-in user want to download  the documents then documents should be downloaded to that particular users OneDrive.
     
    I have added a separate question for this you can refer with this link https://community.dynamics.com/forums/thread/details/?threadid=f018391b-0653-ee11-be6f-00224827e012
     
  • Suggested answer
    PerezAguiar Profile Picture
    PerezAguiar on at
    How to download the documents from the SharePoint?
    Hey!
     
    How about a custom control or custom code, that triggers a javascript (for example) or a PowerAutomate that will connect to SharePoint and download the files?
     
    Regards,

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