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Checking CRM for SharePoint Document RRS feed

  • Question

  • I am designing a system where a crucial part of a workflow is that a particular type of Excel document with certain attributes must have been uploaded into CRM/SharePoint. I want workflows and perhaps dialogs to be able to check that this is there.

    Obviously with SharePoint integration (which is already in place and mandatory) there is no list of actual documents in CRM. So I presume I need a custom workflow activity or perhaps a plugin to interrogate SharePoint using the SharePoint location for the current entity.

    This post did have some relevance but does not solve it.

    http://social.microsoft.com/Forums/en-US/39b9bce0-013b-408e-89b2-b89f5836fb20/change-crm-form-value-based-on-sharepoint-document

    One solution would be that the document upload allows some classification data to be entered - but I don't think this is possible. Another possibility is to use SP web services to interrogate the Excel document. Another might be that the upload has to be done via a custom dialog and to set some flag in SP.

    Any advice welcome.


    Paul Developer of Summary Plus for Dynamics CRM. http://www.clew-consulting.com/summaryplus Simple grids rolling up data from multiple levels.

    Friday, August 23, 2013 1:25 PM