Thursday 13 September 2018

Dynamics CRM - Sharepoint Upload Event

Dynamics 365 provide out-of-box integration with SharePoint which we used to manage our documents.
It hosts SharePoint document library in CRM page to upload or mange document.
But sadly Dynamics CRM/365 do not provide any event when document is uploaded in CRM.
Some time we to trigger an action like approval process, notification, email or task once document is uploaded.
So, in this blog I will try to counter this issue with help of Microsoft Flow.
So, let’s begin………

1. Login in O365 portal with admin permission.

2. Open SharePoint.









3. Open Flow








4. Open Dynamics 365











5. Create a new Team Site in SharePoint 















Select Public as privacy setting.
Copy Site address in notepad for use.

















Click on next than finish.

6.  Go to Dynamics 365 and setting->Document management.
7.  Click on Document Management Settings













8. For demo purpose I am only taking Contact entity for SharePoint integration.
9. Paste your site URL that we created previously.
10. Click on next and leave Select folder structure as uncheck than Next and Finish.























11. Go to Microsoft Flow and click on “Create from template” to create new flow.










12. Search for “Get a push notification when a new file is added in SharePoint” template and click on it.











13. Click on “Edit in advanced mode"

















14. Paste site URL that you create earlier. And select “Contact” in library name and leave folder as blank.
15.  Delete push notification step, we do not need this.















16. Click on “New step” and select “Add a condition”. If we do not add this condition it will create two tasks.







17. Click on “If yes” and select “Add an action"

















18. Select Dynamics 365 from connector.













19. Currently there is no template to execute an action or workflow. So, I am creating a high Priority “Task” for testing and can trigger workflow or action based on our requirement.
20. Select “Dynamics 365 – create a new record” action.



















21. Select your organization than “Task” in entity.





















22. Provide required information and save it. Now all setup is done now time for testing. We can create multiple Flow for different entities.















23. Go to any contact record and navigate to document. Upload a new document.










24. Once document is uploaded wait for few second and go to Microsoft flow to check history of your flow.




















25. Open last history.















26. If result, is successful go to Dynamics 365 to check Task is create or not.
Bingo!! Task created.















Try to use this and share your feedback.

2 comments:

  1. Thanks! Can you post this flow file please? I can’t see how a CRM task can give you file properties.

    ReplyDelete
  2. How to set the regarding(contact) in Task when the document is added in Contact?

    ReplyDelete

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