Sunday 29 August 2021

Files in Dynamics 365 CRM Part 2

 The last piece I worked on was to create the files in SharePoint and link them to the Document Location.

if you did not read part 1, kindly check it out here.

To create the file on SharePoint, I need two important requirements, the filename, and filecontent.

For Filename: You can access the file attribute from the FileAttachment entity. 

The output used in the filter array is the GUID of the file uploaded.

For FileContent:


SharePoint file creation


Because we have already linked the SharePoint to the right Document Location, the file created in SharePoint is visible in Document Location for that record


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