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Unable to Upload Files to Leads and Opportunities: Error- Siteurl cannot be null or empty

  • 1.  Unable to Upload Files to Leads and Opportunities: Error- Siteurl cannot be null or empty

    Posted Mar 23, 2022 11:05 AM
    Hello,
    We migrated to SharePoint online, and are running on Dynamcs365. We would like to be able to upload documents to opportunities and leads, however, we receive the following error message (see below). 

    Are Dynamics365 and SharePoint online not compatible? Are uploading files to the CRM not compatible with SharePoint online?

    Any help would be GREATLY appreciated. 

    Thanks,
    Melissa



    ------------------------------
    Melissa Slaght
    Powell Fabrication & Mfg LLC
    St. Louis MI
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  • 2.  RE: Unable to Upload Files to Leads and Opportunities: Error- Siteurl cannot be null or empty

    Posted Mar 24, 2022 07:14 PM
    Hi Melissa

    There could be 2 possible reasons - either Sharepoint is not integrated with D365 or users don't have access/permissions to SharePoint site. Here are the links that may be of help:

    • How to setup a D365 integration with SharePoint
      https://www.youtube.com/watch?v=ABpHzvcEc-A
    • https://docs.microsoft.com/en-us/sharepoint/troubleshoot/administration/troubleshoot-error-when-you-use-hybrid-picker  (You can ignore step 6 about Hybrid Picker)

    All the best.

    ------------------------------
    Gulshan Khurana
    D365 Functional Consultant
    Gulshan Khurana
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