Category Archives: SharePoint

Track specific column update of SharePoint List Item when using Power Automate Cloud Flows

Coming from a Dynamics CRM/ Dataverse background and having written plugins and later flows using Common Data Service (Current Environment) connector, I was a little lost looking at the SharePoint trigger for When a list item is added or modified. With the CDS (CE) connector, when you use the When an item is created, updated,… Read More »

Free up Dynamics 365 CRM storage Space, Manage Attachments, Ensure data security – Multiple benefits with one app SharePoint Security Sync!

Managing attachments/documents in Dynamics 365 CRM/Power Apps is a crucial task. You never know when or what information you may need. And it is always easier to get any information if it is organized and stored systematically. But what if you lack space to store these attachments? And you need to store confidential information in… Read More »

Looking for a smart option to manage documents and disk space within Dynamics 365 CRM?

Don’t look further! Attach2Dynamics – one of our Preferred Apps on Microsoft AppSource – is what you need. How? Let’s go through some of the prominent features of Attach2Dynamics one by one to see how it is the apt app for your organization. Seamless Integration with Multiple Cloud Storages When it comes to freeing space… Read More »

SharePoint Security Sync + DocuSign integration within Dynamics 365 CRM – A sure shot way to close deals quickly and easily!

In our recent blog, we gave a brief glimpse of the upcoming new feature of SharePoint Security Sync – DocuSign integration (have a quick look of the same in our teaser video). In this blog, we will get into the details about how you can implement this newly released feature in your Dynamics 365 CRM/Power… Read More »

How to remove GUID from folder name in Dynamics 365 CRM and SharePoint integration

Introduction Recently we had a requirement from a client, they wanted to remove the GUID appended to the folder name. There is a hidden way to achieve this. It is stored in an OrganizationSettings, though they have not exposed a way on a UI to update this, however, this can be done programmatically. Please follow… Read More »

New SharePoint Security Sync feature to add eSignature in your Dynamics 365 CRM documents using DocuSign – Close Deals Faster in a compliant and secure way!

In our last blog, you were reacquainted with the exclusive features of SharePoint Security Sync – a comprehensive solution integrating SharePoint with Dynamics 365 CRM/Power Apps for document/attachment management – which is also a Preferred App on Microsoft AppSource.  Now, to make it more appealing for our Dynamics 365 CRM friends, we are introducing a… Read More »

Why SharePoint Security Sync is a must have app for Dynamics 365 CRM and SharePoint document management?

Data security is the most important factor for businesses around the world. And as we know, in today’s world we face many threats with regards to data security. In these situations, adding different layers of security to all business data is quite common. You can also do this with our quite formidable Dynamics 365 CRM… Read More »

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 »

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 »