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Display Sharepoint Subgrid on Dynamic 365 and drag and drop

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Posted on by Community Member Microsoft Employee

Hi everyone

I have a requirement to display the document subgrid on a dynamic 365 entity form and enable drag and drop of documents.

I understand Drag and drop is an overreach at this point but does anyone know how i can display the subgrid on the form?

I have followed these instructions

https://community.dynamics.com/crm/b/microsoftdynamicscrmsolutions/archive/2016/08/17/crm-portal-and-sharepoint-integration

and have managed to display the subgrid but there is no easy way to upload the documents. The instructions are regarding Dynamic CRM and require use of the portal.

Does anyone know how i can accomplish the same in Dynamic 365?

Thank you

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Somesh2207 1,563 on at

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RE: Display Sharepoint Subgrid on Dynamic 365 and drag and drop

Hi,

The link you are referring to is for enabling the document on the Portal forms and not for Dynamics 365.

Unfortunately there is no easy way to display the documents on the form. It is only available in the associated views of the record and not directly on the form.

You have to Implement custom iframe or web resource to show the documents

This below article has the steps on how to do it the fastest way:

https://jlattimer.blogspot.in/2017/01/show-sharepoint-documents-on-main-form.html

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