Attach2Dynamics tricks – Unable to create anonymous link of file in SharePoint within Dynamics 365 CRM

By | July 11, 2019

Introduction

Attach2Dynamics integrates cloud storages like Dropbox, Azure Blob and SharePoint seamlessly within Dynamics 365 to allow easy access to files related to CRM records including drag and drop multiple files and folders feature. Files stored on these cloud storages with Attach2Dynamics can be accessed by creating anonymous sharable link.

During one of our implementation we came across a Problem where Users were not able to create anonymous sharable link of files on SharePoint with Attach2Dynamics in Dynamics 365 CRM so lets get some tips how to resolve that.

Unable to create anonymous link of uploaded file in SharePoint using Attach2Dynamics in Dynamics 365 CRM

While creating an anonymous link of file on Attach2Dynamics UI in Dynamics 365 CRM as shown in the above screenshot, you may receive the following error, which may be due to insufficient permissions on SharePoint.

Unable to create anonymous link of uploaded file in SharePoint using Attach2Dynamics in Dynamics 365 CRM

Solution – To successfully create anonymous links of files on SharePoint please follow the below steps.

1. Sign in to https://admin.microsoft.com as a global or SharePoint admin. If you see a message that You don’t have permission to access the page, then you don’t have Office 365 administrator permissions in your organization.

Unable to create anonymous link of uploaded file in SharePoint using Attach2Dynamics in Dynamics 365 CRM

2. In the left pane, below admin centers select SharePoint.

Unable to create anonymous link of uploaded file in SharePoint using Attach2Dynamics in Dynamics 365 CRM

3. Now, in the left pane of the new SharePoint admin center, under Sites select Active sites. (If the classic SharePoint admin center comes then select try it now to open new SharePoint admin center).

Unable to create anonymous link of uploaded file in SharePoint using Attach2Dynamics in Dynamics 365 CRM

4. Select site and then select sharing.

Unable to create anonymous link of uploaded file in SharePoint using Attach2Dynamics in Dynamics 365 CRM

5. Select anyone and then save it. Now, you can create anonymous sharable link of files.

Unable to create anonymous link of uploaded file in SharePoint using Attach2Dynamics in Dynamics 365 CRM

6. Now go to Attach2Dynamics pop-up and try to create an anonymous link.

Unable to create anonymous link of uploaded file in SharePoint using Attach2Dynamics in Dynamics 365 CRM

Anonymous sharable link is created!!

By enabling rights for a particular site you can enable creating anonymous sharable link for that site.

If you have not tried as yet please download from our Website or Microsoft AppSource and check how with Attach2Dynamics you can manage your attachments within Dynamics 365 CRM the smart way!

 

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