web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) CRM PlugIn/Activity to...

Microsoft Dynamics CRM (Archived)

CRM PlugIn/Activity to save attachments from Notes to a SharePoint Document Location.

(0) Share

Report

Report

Posted on by Zibba360

Hi all

I am using CRM 2015 on premises and SharePoint 2013 on premises.

When a new Opportunity is created, I want to extract notes attachments from the Originating Lead and save them to a SharePoint Document Location associated with the newly created Opportunity. I currently have an incomplete Workflow Activity which gets the attachments but I can't seem to find a way to save to the SharePoint document location.

Any tips are welcome. Thanks in advance.

*This post is locked for comments

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Waqar Sohail on at

Like (0)

Report
Copy link

Link copied!

Hi Zibba,

You can use Sharepoint List, Copy web services to save your attachment in the Sharepoint in your CRM Plugin.

msdn.microsoft.com/.../copy(v=office.12).aspx

for more about services you can follow this forum.

social.technet.microsoft.com/.../uploading-documents-to-sharepoint-using-webservices

Regards

Was this reply helpful? Yes No

Helpful resources

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1

JS-09031509-0 3

#2

AS-17030037-0 2

#2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans