What is a SharePoint site? Sharepoint site is an application which is provided by Microsoft which can be used to store information and content. This may include documents, images videos, tasks, and so many things. For more details please follow the link Steps to create a site and integrate your SharePoint with D365 CRM Step … Continue reading How to create a SharePoint site and enable Server-Based SharePoint Integration for Document Management System in D365 CRM →

I created a SharePoint site and was working on user permissions for a document library, I wanted to assign the Restricted View permission to a group but the permission was not visible. Below is the screenshot of the document library I created in my SharePoint and as you can see the Restricted View Permission is … Continue reading Restricted View Permission is not Visible in SharePoint Permissions →

Introduction: This blog explains how to Count No of files in SharePoint folder using MS Flow. Steps to be followed: Select “Send an HTTP request to SharePoint” from Actions.  Enter below details:Site Address: Select the site address from the list. Method: GETUri: _api/web/GetFolderByServerRelativeUrl(‘LibraryTitle/foldername’)/ItemCountExample: _api/web/GetFolderByServerRelativeUrl(‘account/CFS Organization_584732FD1267E911A997000D3AA2C8D1‘)/ItemCount-> It will count the no of files in “CFS Organization_584732FD1267E911A997000D3AA2C8D1” folder. Output … Continue reading Count Number of files in SharePoint folder →

Introduction: This blog explains how to create folders in SharePoint when new record is created in D365 CE. Use Case: When new account is created in D365 CE create “Contact Documents” and “Documents” folders in SharePoint. Pre-Requisites: D365 CE SharePoint Online Microsoft Flow Steps to be followed: Sign in to the Microsoft flow. https://flow.microsoft.com/en-us/ Go to … Continue reading Create SharePoint Folder using POST request in MS Flows →

Overview: Often, we wonder what could be wrong where we see a generic error on Documents in Dynamics 365. Something like this – That’s when you wonder if all the privileges in D365 Security Roles for SharePoint Site or Document entity are correct or not? In fact, it’s the SharePoint privileges that you must look … Continue reading User Privileges on SharePoint – D365 Document Integration →