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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Integration D365 in cl...
Microsoft Dynamics CRM (Archived)

Integration D365 in cloud and File Server - Windows Server 2012 R2

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Posted on by Community Member

We are moving from CRM 2015 on prem to D365 in the cloud.

In CRM 2015 we have a custom iFrame that allows us to create/read/edit/link to files and documents stored on our local file server. Power users drag and drop files using the iFrame. The drag and drop functionality is essential. 

We need to retain that functionality in D365. No having it is a blocker as our business relies heavily on it.

A vendor suggested a solution that meant we had to download save and upload files but this is not acceptable.

Eventually, we will move to using SharePoint for file storage and will be able to leverage the native D365/SharePoint integration however until that time we need the full features we have in CRM 2015 custom iFrame in D365 cloud.

Any ideas how we might achieve this? Suggestions for Add-Ons, custom code, anything, please. We are all ready to transition and this final hurdle could wipe out our whole project effort.

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I have the same question (0)
  • Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at

    What kind of page were you loading into the iFrame? And how were you loading it?

  • Suggested answer
    Emre GULCAN Profile Picture
    Emre GULCAN 2,379 on at

    Hi,

    If you need to use your curent local fileserver, you need to publish a web service that can reach (read/write) to your file server (probably your system admins can do mappings between your file server disk and web server disk).

    I think your webpage (that called from iFrame) includes some javascript codes that support drag/drop and upload files. You can use this page directly on D365 online, but probably you need some modifications. 

    You can not use cross-domain (CORS) web service to POST data because of security restrictions, so you need to;

    • create a custom action (assume new_UploadFileAction) inside D365 and create input parameters like "FileContent (string/text)".
    • create plugin or custom workflow assembly and register it to your action.
    • inside your custom code (plugin / WF) you should get "FileContent" parameters value and pass to your cross-domain upload webservice

    Inside your upload page's javascript codes get regarding file's content (Base64 string) and pass to custom action's "FileContent" parameter by calling your custom action with javascript (take a look https://salimadamoncrm.com/2014/06/12/crm-2013-actions-to-get-around-javascript-cross-domain-challenges/)

    If you're looking different solutions (like Sharepoint integration) yoou have to move files and modify existing data inside CRM.

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