SharePoint integration with Portals

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Hello,

I have been triing to add a form within a portal webform following this thread

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

Everything looks fine and properly configured, but i am getting an error on document displaying and uploading "Error completing your request. Internal server error"

Found that this was a known issue on 2016 https://community.dynamics.com/crm/f/117/t/210867

Was wondering if there is any workaround to create some sort of grid that let me upload documents to a SharePoint library (not notes) within a form on Portals, or if i am doing something wrong.

Thank you in advance.

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Community Member on at

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Hi Aleix

You may consult your Sharepoint integration issue to Tenfold , it's a great phone to CRM integration and has all of the features you need and more (click to dial, call pop up, creating new lead and follow up task from pop up, handling multiple matches, etc.). It supports several phone systems and CRMs like MS Dynamics. Here's a list of their integrations: www.tenfold.com/.../dynamics

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JohnAnonymous 5,241 on at

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The only workaround requires coding and is not for the inexperienced developer.

If you need this now, you need to use the classic self hosted ADX Portal. Or wait and hope that Microsoft wil fix this.

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Community Member on at

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Hi Aleix,

I am getting the same error. Please let me know if you found a workaround.

Thanks,

Lahcen

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pmuller on at

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Hello

Did you find a solution to this problem. I also have the error and I can't find any solution

Thank you in advance.

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PSchmidt17 on at

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The same question was raised in April. The feature is not available in the online portals per this post: community.dynamics.com/.../232301

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Sohil Doshi 65 on at

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Hi Aleix, did you able to figure it out ? I am facing same issue on configuration .. may be someone from Cloud Fronts can guide.

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Nicholas Hayduk 2,863 on at

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The Portals from Microsoft (v8) does not include the integration with SharePoint. That feature was available in Adxstudio Portals v7 (which the Cloud Fronts article is based on), but that version is no longer available.

Adoxio does have an offering called Connect 365 (www.adoxio.com/Connect-365), or should could attempt to build the integration yourself, but it would be a significant effort.

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Suraj Kumbhar 130 on at

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Hi,

I was able to integrate Portal with CRM Application using custom entity.

Here is how it works,

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.

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

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

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JasonMcneil 215 on at

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Alternatively, if you can wait until October 2018, it will be available natively out of the box docs.microsoft.com/.../sharepoint-integration

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Summer Garg 585 on at

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Hi,

To integrate the Portal with SharePoint, check this article :

crmhub.blogspot.com/.../sharepoint-integration-with-d365-portal.html

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