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SharePoint/CRM 365 Integration

  • 1.  SharePoint/CRM 365 Integration

    Posted Jun 24, 2020 02:43 PM

    We are trying to upload attachments (pdf) to SharePoint (online) list entries from a SQL database (DB ABC). The attachments are saved as binary (hex) value in a SQL table. These are attachments for a master data which we have directly uploaded from SQL to SharePoint as list items. We can output the binary data out into individual files with a unique filename (matching serial number for a list column) but how can we upload it to the associated list items?

    Is it more easier if we integrate CRM 365 on-premise with SharePoint online, then using SSIS bring all the data and its attachments as notes from DB ABC to CRM in a custom entity and then send the data from CRM to SharePoint online?

    Thanks for your response.

    Debargh Acharya
    CRM Developer/Admin
    Oxbo International Corporation
    Marietta GA
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready

  • 2.  RE: SharePoint/CRM 365 Integration

    Posted Jun 26, 2020 08:16 AM
    Hi Debargh, It sounds like you have a sharepoint challenge and are only asking here if changing them to note attachments and using the D365 to Sharepoint integration would be a good method.  It's possible I'm reading it wrong.  Did you resolve your issue?

    The D365 to Sharepoint integration does not work with attachments from Notes that I am aware of.  It only allows entities that you designate to have their own document library in sharepoint, then creates a folder for each record that a user navigates to Documents for.  It does create a separate CRM record for each in the background (Document Location), such that I expect you could create it all in reverse if needed using Power Automate.

    But I'm not sure if that is the target of your question.  I just wanted to invite more conversation on the topic if it is something related to the CRM to Sharepoint interaction.

    Tim Miller
    IT Manager
    R.L. Deppmann

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready

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