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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Model Driven App - Sha...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Model Driven App - SharePoint Documents Integration

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Posted on by uksherminator 5

Hi there, I am developing a Model Driven App for work and have hit a problem with SharePoint Documents Integration.

I have set up and can access all folders from all entities under the Admin account, but, when I share the app and log on to test I can access the Documents I get the error message in the picture attached.

2020_2D00_09_2D00_13_5F00_LI.jpg

I have the guest user set up in the SharePoint Members group and all other app functionality works fine.

Clicking on Document Location shows the correct Sharepoint Site and Folder but does not connect!.


Any help would be appreciated.

I have the same question (0)
  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    Hi Partner,

    Please check the following things.

    1.Make sure your test account has "Sharepoint Site" permission in D365 CE security role.

    pastedimage1600047179130v1.png

    2.Make sure you've assigned user permission to Team sharepoint site.

    https://docs.microsoft.com/en-us/power-platform/admin/set-up-dynamics-365-online-to-use-sharepoint-online#assign-user-permissions-to-the-team-sharepoint-site

    3.For more permissions with security roles, you could refer to this link.

    https://docs.microsoft.com/en-us/power-platform/admin/permissions-required-document-management-tasks

    Regards,

    Leo

  • Suggested answer
    Pankaj Gogoi Profile Picture
    Pankaj Gogoi 3,177 on at

    Hello,

    Apart from what suggested above, please also check the permission for Document location as well.

    pastedimage1600064444924v1.png

    Also check the relationship, it should be one-to-many (1:N) between the entity and the SharePoint document entity. The documents that exist in the SharePoint document library will not appear in the app for entities with many-to-one (N:1) or many-to-many (N:N) relationships between the entity and a SharePoint document entity.

    https://docs.microsoft.com/en-us/power-platform/admin/troubleshoot-set-up-sharepoint-online#users-receive-you-dont-have-permissions-to-view-files-in-this-location-message

    https://docs.microsoft.com/en-us/power-platform/admin/troubleshoot-doc-management-issues

    Hope this helps

    Best Regards

    PG

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