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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / allow CRM portal users...
Microsoft Dynamics CRM (Archived)

allow CRM portal users to upload documents to SharePoint

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Posted on by Bruno Lucas 5,421

look like this is no longer supported:

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

is there any alternative?

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  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: allow CRM portal users to upload documents to SharePoint

    Nice job Suraj. Keep it up :)

  • Suggested answer
    Suraj Kumbhar Profile Picture
    Suraj Kumbhar 130 on at
    RE: allow CRM portal users to upload documents to SharePoint

     Hi,

    Although I did it for Downloading the sharepoint documents from Portal,

    This might help you to build a functionality to upload the documents from Portal.

    This is how it works,

    8750.ssssssssssssssssssssssss.PNG

    CRM Application

     

    • A new custom entity should be created in CRM Application which will hold the metadata of documents uploaded in sharepoint

     

    • As shown in screen shot below, this entity will have 1-M relationship with other entities such as Policy, Vessel etc and hold the metadata such as Document Url, Name of Document with extension etc.

     8750.ssssssssssssssssssssssss.PNG

     

     

     

     

     

     

     

    Logic App

     

    • During the document migration from Meridio to sharepoint we will have a Logic App flow in place which should create a custom entity record for each document in MSCRM Application to hold the metadata of document.

     

    • Once the document migration is completed, every time a new document is added to Sharepoint, the new record of custom entity should be created in MSCRM Application to hold the metadata of document.

     

    • Whenever the document attributes are updated in sharepoint the existing record of custom entity should be updated in MSCRM

     

    CRM Portal

     

    • Our task is to trigger a plugin of MSCRM from Portal which will fetch document from sharepoint and return back to the Portal

     

    • To make this possible first of all, we need a request acceptor, so we will create a separate web page on portal. This page will be responsible for acceptance of different commands/requests from other Portal pages and returning the answers or response received

     

    • This page will be only the mediator between other pages and CRM which will allow to write a server code using Plugins and/or Actions by retrieving a record of custom entity say spl_portalaction from MSCRM

     

    • The Plugin will be triggered on “Retrieve” Message of spl_portalaction entity record

     

    • The response of plugin will contain the document in base64string format, which will be processed by the requesting page to rebuild the document and download it for end user using JavaScript

     

    • The details are available on below link

    https://community.dynamics.com/365/b/udsconsultingblog/archive/2017/04/18/https-uds-systems-blog

     

    • This functionality or process can provide us more flexibility at other places in future for different requirements from the business

     

    Please mark this as answer if find it helpful and able to implement the same just like I did.

    Please let me know in case if you have any doubts.

    Thank you!

    Regards,
    Suraj Kumbhar

    srjkumbhar@gmail.com

     

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: allow CRM portal users to upload documents to SharePoint

    Yes, this is still not supported. Initially I thought it is support but not working due to some bug but then I check the portal documentation and there is nothing mentioned about it.

    I then switched to Azure blob storage and try to configure it following portal documentation but then again stuck. Reached out to MS and they confirm there is a bug in Azure integration as well.

    Check this out-

    community.dynamics.com/.../219651

    community.dynamics.com/.../253195

    Hope this helps

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