web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Unanswered

Missing Document Type/Category Lookup in Upload SharePoint Document in D365 CRM and Portal

(0) ShareShare
ReportReport
Posted on by 45

It has been a long pending demand of customers, users, partners and developers to add lookup field of Document Type or Category in Upload or Edit Properties of SharePoint Document in Dynamics 365 and Portal to identify a document such as Passport, Identity Card, Photo, Degree Certificate etc.

In on-premises Dynamics 365 there were options to add custom fields in SystemBaseForm entity by modifying the FormJson and FormXml but in online Dynamics 365 SystemForm entity doesn't allow any update or modification neither through XRMToolbox nor through WebAPI.

Could you please suggest any work around to customize it to add this missing capability without using any 3rd party production or solution.

I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 393 Super User 2026 Season 1

#2
Subra Profile Picture

Subra 385

#3
Martin Dráb Profile Picture

Martin Dráb 252 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans