Blogs

For the final part of the series, I am going to demonstrate and explain the portions that resides inside Dynamics CRM (or can possibly be built inside other applications). The solution includes an HTML web resource that contains a subgrid (using JQWidgets, but can be replaced with any third party jquery grid or bootstrap table). The subgrid contains a list of documents that are contained in SharePoint, and provides the functionality to upload or download additional documents. There are a few custom entities which assist in the design of the layout of the subgrid, and well as javascript files that make up this logic. The main different between this and the SharePoint grid is the ability to add additional attributes to the files that are being uploaded (as they are being uploaded). The image below shows the subgrid that is displayed when the form loads. These documents have been uploaded from the subgrid web resource, and notice that the following attributes are also contained as part of the results: Account Name, Account Number and Document Type. Read complete post: https://community.dynamics.com/crm/b/briteglobalsolutions/archive/2018/05/06/dynamics-365-and-sharepoint-online-integration-crm-implementation