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ReportHi Experts,
I have a requirement where a user can upload documents and if the user creates a new record from the related one then whatever documents were saved in record 1 should get copied in record 2 as well.
Explaining more:
We have 2 related entities (X and Y). User can create record of entity X and then through related sub grid, can create another record of entity Y, where all the fields are getting copied from X to Y and the notes/documents as well.
Copying documents from one record to another is not the approach we are thinking of following as it will create duplicate documents across entities.
Our Plan:
We are thinking of going with Azure Blob and can copy the blob uri from one entity to another.
Ask:
- Is there any azure blob connector for dynamics CRM which we can use to upload documents instead of SharePoint or OneDrive?
- Is there a way we can copy the blob uri from one entity record to another without using JavaScript or custom code?
If you have encountered and solved this situation, or if you have learnings you would like to share then please let me know.
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