• 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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    • Using JavaScript to connect CRM and SharePoint

      Marc Whitlow, 05 December 2011

      I have recently been working on a project where the client requested that their Activities in Dynamics CRM are displayed in SharePoint 2010. However, there was a catch. The projects which exist in SharePoint 2010 and the Projects Entity in Dynamics CRM 2011 have no logical connection therefore the o

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    • Out of the box Functionality of SharePoint 2010

      Marc Whitlow, 24 November 2011

      Microsoft SharePoint 2010 has many out of the box web templates which make business processes and tasks much easier than ever before. One of these web templates which assist in business processes and keeping track of business assets is the “Assets Web Database”. Using the Assets Web Database the use

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