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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / SYNC between SharePoin...
Microsoft Dynamics CRM (Archived)

SYNC between SharePoint and Note Attachments

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Posted on by Gylfi Aron 1,280

Hi,

I am trying to create a copy of all the Note Attachements I upload into CRM Activities in SharePoint.  Is there a way to do this?  For instance, the salespeople will upload Quotes into Notes and it would be great if that Quote would be saved to SharePoint in a specific folder or one that is automatically created based on Account name.

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  • Community Member Profile Picture
    Community Member on at

    A plugin can be written on create of annotation (Note) entity record in crm and through the plugin (c# code) you can copy or move the attachment to SharePoint.

    Please find following useful links-

    - stackoverflow.com/.../how-to-create-a-file-in-sharepoint-using-asp-net

    - stackoverflow.com/.../creating-a-file-under-nested-folder-in-sharepoint

    - crmconsultancy.wordpress.com/.../crm-2011-integration-with-sharepoint-custom-document-management

    - meghshyam.wordpress.com/.../create-folder-in-sharepoint-site-from-crm-record-via-plugin

  • Gylfi Aron Profile Picture
    Gylfi Aron 1,280 on at

    Thanks for the information.  Seems like it´s a job for a developer or is it easy enough for the average human to do?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Depends on your background skill set, it does lead more towards a developer.

    However, if your company is willing, learn on the job!

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