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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Attach Document to New...
Microsoft Dynamics CRM (Archived)

Attach Document to New Record via API

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Posted on by MDS 1,779

Hi,

We have a requirement to attach a document to a record created via the WebAPI.

In summary - new record created via WebAPI. On new record, we need Document Managment enabling (SharePoint) and we need a document attaching.

Is this possible?

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  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Attach Document to New Record via API

    I think it's a mix.. Gopalan probably got the idea covered (you do need to create a location etc to link that doc to crm), but there are details of course..

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Attach Document to New Record via API

    This is not possible via the CRM API.

    You have to go through the SharePoint SDK (or REST) as what I had known.

    Refer to this: community.dynamics.com/.../205584

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Attach Document to New Record via API

    Hi

    • You need to upload the document separately (example: using CSOM).

    • After that create a new Document Location record (with the regarding lookup value to the entity record, Relative URL and Parent Site or Location).

    I am not sure about any other method to achieve this.

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