You’ve seen us in Tip #1415 doing some Microsoft Graph abracadabra to call Excel functions directly from Power Automate. To do that we use Excel spreadsheet located on OneDrive for Business. Documentation mentions in passing that “You can use Microsoft Graph to allow web and mobile applications to read and modify Excel workbooks stored in […]
I upgraded to server side SharePoint integration and now I don’t see enough detail from the document grid. It doesn’t show me who checked out the file, and I have to open the SharePoint location to see who checked it out. Reader Good news–with server-side SharePoint integration you can customize the grid more than you […]
Release 9.1.X (the coveted October release) is already here and some organizations have already been upgraded to the new version. Steve “Mr SMB” Mordue was, for a change, on the receiving end, as his customers complained that Word templates stopped working after the upgrade. When a template is selected from a record, new shiny Dynamics […]
So you want to use SharePoint integration with Dynamics 365 Online, do you need to buy a SharePoint license for your users? The answer is probably not. Many Dynamics 365 license types include SharePoint plan 2 licenses. So what does this get you? It includes everything needed for SharePoint document integration with Dynamics 365, but […]
Today’s tip comes from Sean Shilling. (Send your tip to jar@crmtipoftheday.com) We were configuring Document integration for CRM on premises 2015 (partner hosted) to SharePoint. After adding the Sharepoint site, setup failed for all entities. The problem was related to the service account used by the Dynamics SharePoint integration. The same service account that is […]
Recently, SharePoint has announced the removal of code-based sandbox solutions in SharePoint Online. As a result, the CRM SharePoint list control will stop working on November 30, 2016. Here are details from SharePoint’s blog post: As part of the removal process, activation of new code-based sandbox solutions, as well as updates of existing solutions are […]
With Dynamics CRM 2016 with server-side SharePoint integration, the documents list in CRM does not display subfolders. For example, say you have 100 documents in a SharePoint documents folder associated with an opportunity. With the old SharePoint List Component, users would commonly create subfolders in CRM SharePoint document folders to organize documents by type. With […]
So you set up a Dynamics CRM Online 30 day trial and you want to also try the document and OneNote integration. Here is how to get a SharePoint Online trial to use with your Dynamics CRM trial. There are two approaches: If you have already set up a CRM Online trial, from the Office 365 […]
Most of the people in our small but very proud Dynamics CRM universe are perfectly aware of the very cool integration between Dynamics CRM Online and SharePoint Online. Yes, the one which is required to enable other cool features like OneNote integration unleashed (had to add a cool word for the third link). As I […]
¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 then Part 2, and enjoy the rest. Face to Face: Annotations vs. OneNote Notes Sometimes it’s useless to compare, […]
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