Category Archives: SharePoint

Upload Documents to SharePoint from Resco Mobile App

Introduction: Resco Mobile app allow user to upload the documents to SharePoint. Users can upload PDF files, Office documents, images, audio/video files etc. to the SharePoint from mobile. Below options are available for user to upload the documents from mobile app: Signature Capture Picture Choose Picture Select File Record Audio Record Video Use Last Photo… Read More »

SharePoint Integration with Microsoft Portal

 Introduction: Dynamics 365 upgrades often enfold bunch of exciting features and the latest October release which upgrades your CRM to version 9.1 happens to continue the legacy. Amongst all the new features, the one we are targeting in this blog is the SharePoint’s integration with MS Portal. With the commencement of this feature, it would… Read More »

Recurring Microsoft Flow for moving Email Attachment from Dynamics 365 to SharePoint

Introduction: In our last blog, we spoke about how to move attachments from Notes to SharePoint. In this blog, our focus would be to discuss on moving Email Attachments and leaving a link back in Notes for the user to locate the attachments. Let’s consider a scenario, a service based company who get a lot… Read More »

Fixed – AADSTS90100: Invalid request. The Accept request parameter value ‘application/x-www-form-urlencoded’ is invalid

The introduction of Representational State Transfer (REST) service has allowed us to remotely interact with SharePoint data and perform basic operations like Create, Delete, Read and Update on SharePoint folders and files. When we use REST, we don’t need to add any references to libraries or client assemblies in SharePoint. In one of our earlier… Read More »

How to Open SharePoint folder link within the Mobile or Tablet?

Introduction: In our previous blog, we discussed about requirement of SharePoint URL for moving file from Dynamics CRM to SharePoint. This can be done by retrieving Absolute and Site collection URL request in Dynamics CRM. In this blog, we will discuss about another common requirement to open SharePoint site in the mobile device and how… Read More »

Retrieve Absolute and Site Collection URL Request in Dynamics CRM

In Microsoft Dynamics CRM, many emails and notes along with attachment gets created on daily basis, which results into increase in the CRM database storage which is expensive. So usually, people go with the integration of Dynamics CRM with SharePoint which reduces the CRM database storage. We receive many such requests where client wants to… Read More »

Enable Auditing with Office 365 Security & Compliance Center

Introduction: One of the most important needs of an enterprise application is maintaining Audit Log. Dynamics CRM has been supporting auditing for a while now. You need to enable Auditing at the org levelAnd then at the individual entity and attribute level to decide the fields that you want audited.Have you ever thought of maintaining… Read More »

Automatically Create Folder in SharePoint Avoiding Pop-ups in Dynamics CRM 2016

Introduction: Sometimes you get frustrated seeing the below confirmation dialog which pops up when you navigate to the “Documents” section of a particular record of a SharePoint enabled entity for which you want to create a folder in SharePoint. It can be annoying to see the pop-up while SharePoint folder creation. With Dynamics CRM 2016,… Read More »

Programmatically create folders and upload files in SharePoint Server 2013 through Plug-in/Workflow

Introduction: Dynamics CRM has native integration with Sharepoint so that Sharepoint can be used as the document management tool for Microsoft Dynamics CRM. The Document management integration however is restricted to associating Dynamics CRM Records to Sharepoint folders and displaying them from within Dynamics CRM. All files need to be uploaded manually by the user… Read More »