How to upload attachments in Notes into Share Point folder? RRS feed

  • Question

  • We will be uploading QUOTES in Notes under Account. Is there a way for all these attachments made in Notes to sync to a folder in SharePoint? If so, what are the steps?
    Tuesday, January 27, 2015 8:03 PM

All replies

  • Hi Gylfi,

    A plugin can be written on create of annotation (Note) entity record in crm and through the plugin (c# code) you can copy or move the attachment to SharePoint.

    Please find following useful links-

    - http://stackoverflow.com/questions/11689474/how-to-create-a-file-in-sharepoint-using-asp-net

    - http://stackoverflow.com/questions/9884093/creating-a-file-under-nested-folder-in-sharepoint

    - https://crmconsultancy.wordpress.com/2011/10/27/crm-2011-integration-with-sharepoint-custom-document-management/

    - https://meghshyam.wordpress.com/2014/05/06/create-folder-in-sharepoint-site-from-crm-record-via-plugin/

    Thursday, January 29, 2015 10:17 AM