Forum Discussion
Reflecting SharePoint information back into Dynamics
Hi Lee-Martin ,
I have a bit of experience but not in specifically what you are asking. If you are trying to do anything outside of dynamics, i.e. by setting up Flows in SharePoint against the standard Dynamics/SharePoint file storage it would be extremely tricky as files are stored in some sort of GUID folder format.
A developer I worked with did write some custom code to deploy a SharePoint document library for each account which seemed to work and then functionality of SharePoint could be used.
Something to watch out for if you haven't already is that if using the default SharePoint storage option from Dynamics that the permission model is not replicated and all files are open to the permissions that you setup on the SharePoint Site.
Andy
Hi Just above to revisit this.
Are you saying this is not possible without using custom code?
Thanks
Lee
Hi Lee-Martin ,
I am not entirely certain what you are trying to do but the following is what you need to be aware of :-
1. Trying to do anything specifically in SharePoint on the files that Dynamics store is a nightmare as the storage structure of the files wont make much sense.
2. Trying to create flows on the SharePoint files I think would be a none starter, you should try and target the actions that are being completed in Dynamics instead, such as "New Record", New Task etc.
3. Permissions in Dynamics are not mapped to SharePoint, you so need custom code or a 3rd party tool to map Dynamics permissions to SharePoint.
Hope that helps
Andy
Basically if I upload passport documents to SharePoint I need a checkbox (for Passport) in Dynamics to be autoticked in Dynamics
Same as if it's a Driving License etc...