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CRM Online + SharePoint Online + FetchXML? RRS feed

  • Question

  • Hi everyone,

    We have a couple of clients that will be going with CRM Online and we want to use SharePoint Online for their document management/storage. Integration is easy and works well. My issue is that both clients require SSRS reports that will involve referencing the documents they are storing. Currently, with CRM On-Prem and using it's Notes facility, this is simple. Everything required can be retrieved with a FetchXML call, and can be used in SSRS directly.

    My issue is there seems to be no way to query the SharePoint documents using FetchXML. I have tried with both CRM On-Prem and Online, and doing an advanced search for anything related to the SharePoint docs other than their basic location results in an error: "SharePoint document entity does not support any view other than associated grid view".

    Is there any advice concerning this? I would love to build a basic report that simply gets a list of Accounts, and any SharePoint documents associated with that Account. The FetchXML for getting the Accounts is easy:

    <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
      <entity name="account">
        <attribute name="name" />
        <attribute name="primarycontactid" />
        <attribute name="telephone1" />
        <attribute name="accountid" />
        <order attribute="name" descending="false" />
      </entity>
    </fetch>

    Is there a way to query the SharePoint documents (ie: get their Names) from within a single FetchXML query?

    Thank you so much!

    Rick

    Thursday, October 15, 2015 7:36 PM

All replies

  • Unfortunately you can't query SharePoint data using FetchXml. All information about the documents (other than the folder location) is solely stored in SharePoint, and SharePoint has no understanding of FetchXml. The only way to get information about the documents is through SharePoint

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Thursday, October 15, 2015 8:33 PM
    Moderator
  • The query sharepoint documents section in this blog post might be the answer you are looking for,

    https://www.develop1.net/public/post/SharePoint-Integration-Reloaded-Part-2.aspx


    John Grace - north52.com


    Thursday, October 15, 2015 10:31 PM