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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Sharepoint document li...
Customer experience | Sales, Customer Insights,...
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Sharepoint document links in portal

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Posted on by unicorn_tech 91

Hello.  A user logs in to the portal and can access records related to his company.

We store signed contracts on sharepoint (accessible via the "documents" section on each contract record.)  So each company has a subgrid of their past contracts.

Is there a way to have the sharepoint link, or document available for the customer in the portal?

Is there a workflow I can use that would populate a text field with the url of the sharepoint doc?

The goal is for the user to see copies of the signed contracts he has with our company.

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  • Verified answer
    CRMJetty Profile Picture
    CRMJetty 3,512 on at

    Hi Unicorn,

    To integrate SharePoint in PowerApps porta and allow to manage documents to portal users refer below links: 

    https://docs.microsoft.com/en-us/business-applications-release-notes/October18/service/dynamics365-portal/sharepoint-integration
    https://docs.microsoft.com/en-us/power-apps/maker/portals/manage-sharepoint-documents
    https://vblogs.in/sharepoint-integration-in-powerapps-portal/

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365.

  • unicorn_tech Profile Picture
    unicorn_tech 91 on at

    Thank you!

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