Forum Discussion

Brass Contributor

Nov 21, 2019

Reflecting SharePoint information back into Dynamics

Hi I've been asking this question in the Dynamics forums, but thought I'd try and see if anyone in the SharePoint space had a similar issue. I'm integrating with SharePoint and I'm trying to ...

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Lee-Martin

Brass Contributor

Jan 06, 2020

Hi Just above to revisit this.

Are you saying this is not possible without using custom code?

Thanks
Lee

Andrew Hodges

Bronze Contributor

Jan 06, 2020

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

Lee-Martin
Brass Contributor
Jan 06, 2020
Andrew Hodges

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...