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You can now easily upload multiple files and send files to/from your Dynamics 365. Introducing Infinity Buttons - SharePoint Add-on
Paul Nieuwelaar, 17 April 2023
Your hard days of uploading single file and manually downloading your SharePoint documents and uploading it on your Dynamics 365 email are over! With the features of Infinity Buttons – SharePoint Add-on, all you got to do is to click a button, select your SharePoint files, and attach.Currently, the
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Easily Create a Business Card Scanner using Microsoft Power Apps and Save to SharePoint
Harshani Perera, 01 April 2020
With Microsoft’s new AI Builder, it’s very easy to add intelligence into your business applications without writing any code. At the time of writing this, the AI Builder is only available for USA and Europe environments and is currently in Preview. The Business Card Reader component in AI Builder ca
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Dynamics 365 Portals New Feature - Manage SharePoint Documents
Satyvir Jasra, 09 July 2019
In Dynamics 365, we can utilise the ‘Document Management’ functionality to upload documents for different entity records. For example, I can upload and/or view them for a Contact record. However, this functionality wasn’t available for the Dynamics 365 Portals until the 2018 October release. In this
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Generate Custom Upload to SharePoint in Dynamics CRM
Miguel Nepomuceno, 20 September 2018
While Microsoft Dynamics CRM / 365 offers integration options and features available with SharePoint On-Premise/ Online, there are some client cases where doing the SharePoint Integration is not worth setting up. We encountered this situation with one of our clients who wanted to integrate Dynamics
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Custom SharePoint Integration with Microsoft Flow and Dynamics 365
Dominic Jarvis, 11 July 2018
SharePoint is a fantastic way to store documents and other files related to records in Dynamics 365. For one thing, the pricing for using storage in SharePoint is next to nothing compared to the price for the same amount of storage if purchased as database storage for Dynamics 365. Which is no surpr
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Paging Caml Queries in C# - Microsoft SharePoint Online
Dominic Jarvis, 18 May 2018
When working with SharePoint, there are times that you may need to execute a Caml Query to perform a more complex query than can be executed using out of the box methods. Using the C# SharePoint Client sdk, there is very little in the way of documentation for working with this functionality. For th
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Dynamics 365 V9 - SharePoint Integration Now Displays Folders Again
Jared Johnson, 07 February 2018
With the release of the Server-side Sync SharePoint integration with Microsoft Dynamics CRM 2013, one of the features that did not carry over from the list component was displaying of SharePoint folders. If a document folder contained say 4 folders each with its own documents, in the Documents area
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Setting up Server-Based SharePoint Integration for Dynamics 365 Online
Dominic Jarvis, 19 December 2017
SharePoint is a great place to store files pertaining to records in Dynamics 365, as the storage costs in SharePoint online are much cheaper than the costs for additional storage in Dynamics 365. The Out Of The Box SharePoint integration for Dynamics 365 is also a breeze to set up, and so is an opti
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What are the Quirks of Server-Based SharePoint Integration for Dynamics 365
Dominic Jarvis, 22 November 2017
SharePoint integration for Microsoft Dynamics 365 is a great way to free up space taken up by files or attachments that are usually stored in Dynamics 365 itself. Enabling this integration can be incredibly helpful, but there are a few quirks when using this service. Also just note that this articl
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Microsoft Dynamics 365 Business Application Platform in a nutshell
Arpit Malhotra, 25 January 2017
Microsoft’s business application platform let organizations innovate business solutions faster. It helps them to build and extend modern business applications by composing analytics, user experiences, tasks automation all together using a wide-ranging and integrated set of services. It offers a rich
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Programmatically Uploading Files to SharePoint
Isaac Stephens, 17 June 2016
The SharePoint .NET client API provides a few methods which developers can use to upload files to a SharePoint server. Deciding on which one to use mostly depends on whether the file is larger than 2Mb, as SharePoint doesn’t allow you to upload files above that size using certain methods. If you’re
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Dynamics CRM 2015 Update 1 - Error Updating SharePoint Site Absolute URL
Gayan Perera, 11 August 2015
We recently encountered an error with an online instance of Microsoft Dynamics CRM 2015 Update 1, where the web interface was hanging when trying to change the absolute URL of a SharePoint Site record. The progress spinner would say “Saving…” and would just keep spinning without a result or any erro
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Display External Web Pages in Unified Service Desk
Roshan Mehta, 12 January 2015
In my previous post, we customised Unified Service Desk by adding a toolbar with some toolbar buttons. Those buttons do nothing when clicked, so the focus of this post is to add some functionality to the “SharePoint” and “Yammer” buttons to open their respective websites in a
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Programmatically Retrieve Documents from SharePoint
Roshan Mehta, 16 December 2012
We recently built a mechanism inside a custom web portal where a client’s customers could log in, select an item from a grid and then click a button to download a matching document stored within SharePoint Online. There are many approaches you could use to build this functionality, but I sugge
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