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Customer experience | Sales, Customer Insights,...
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How to upload documents to SharePoint from Iframe Document associated grid in Unified Interface ?

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Posted on by 95

Hello Everyone,

I'm facing the following error while uploading and creating documents from Iframe Document associated grid. The tab was implemented and perfectly working in previous version of CRM. After Microsoft introduced Unified Interface, we can't upload or create any documents from there. We can only see the existing uploaded files. I checked SharePoint Document entity in Document Management Settings and tried Edit and Add location option inside the tab, but couldn't add or change location and ended up getting the same error.

pastedimage1611678435365v1.png


There is another Document option in Related tab. We can create and upload documents perfectly from there. Also we can see the newly uploaded documents from the Iframe Document associated grid.

pastedimage1611686701173v2.png


I followed several suggestion from several blogs, but nothing seems to be fixing the problem. Can anybody help me with this ? Thanks in advance.


I have the same question (0)
  • muttakin Profile Picture
    95 on at

    I didn't find any solution to fix the problem with Iframe. According to some documentations, Iframe won't be able to interact with data grid, rather it is readonly. However, I showed (related) Documents entity data in a simple grid through Powerapp and removed Iframe, which meets our criteria. Now we can perform every operation including create, update and delete.

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