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115We have configured Dynamics 365 to use SharePoint for document management.
We have created custom entities and migrated data (cases) into those entities from another system. Each custom entity record has a unique reference.
We now have documents that we would also like to migrate.
There is already a sharepoint document library for each custom entity
If you manually upload a document for a custom entity record (i.e. via dynamics) , dynamics creates a sharepoint folder for that record (case) and stores the document in the folder.
We want to run an upload process to bulk migrate a lot of documents.
We have
a) a folder on our network with a subfolder for each case - the sub-foldername is the unique case reference - which is also the value of one of the fields in the dynamics entity. Each subfolder has all the documents for that case.
b) an "index file" - this is a .csv file - with the following columns: the document filepath (to the network share), document title and case reference (which matches a field in the dynamics entity), plus the entityname
What dynamics utilities/methods are available to bulk upload the documents ?
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