Category: SharePoint
Attaching media files from SharePoint to Dataverse Email records
Inkey, February 25, 20212136 Views
I was wondering if we had any tools, workflow solutions, automatic processes or any connectors in PowerAutomate to support attaching the media files like images or videos from SharePoint folder to email messages before we send the emails. Basically, we wanted to automate the process of attaching the images and videos into the emails which […]
Read moreAppend Content Dynamically in Document Template and Generate the Merged Document in Dynamics 365 for Sales and SharePoint
Admin, February 4, 20212268 Views
We all have been using Document Templates which are directly available by system and these templates contains static content for all records. What if we need to append some content dynamically in one Word template and need to send the whole document in email attachment? We have come across a solution for this. For one […]
Read moreConnection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 2
Inkey, January 12, 20216720 Views
In our previous post, we saw what needs to be done in Azure and Dynamics 365. Now we will see the code part. Before we start with coding, the below nuget package should be installed. Nuget Package: Microsoft.CrmSdk.XrmTooling.CoreAssembly Reference link: https://www.nuget.org/packages/Microsoft.CrmSdk.XrmTooling.CoreAssembly For installing the package, open the Visual Studio -> Tools -> NuGet Package Manager […]
Read moreConnection to Dynamics 365 and SharePoint Authentication Using ClientId & ClientSecret: Part 1
Inkey, January 8, 20213931 Views
I have come across various requirements from clients where it was more feasible to go with creating the C# console application for bulk processing the records in D365 CRM based on complex scenarios like updating the closed case entity records or uploading the files to SharePoint at specific location, or any scenarios that needed custom […]
Read moreImport data into Dataverse(CDS): Part 3
Inkey, December 4, 20201703 Views
In the previous blogs, we saw how to import data into Dataverse(CDS) using Excel here and Dataflow here. In this blog we will use a .NET console application to upload data from SharePoint file to Dataverse(CDS). We will need to create SharePoint Document Locations in Common Data Service. Here are the steps. InsertDataToDataverse : This method […]
Read morePower BI > Sharepoint Online List as Data Source
Inkey, July 19, 20193304 Views
Power BI has been growing day by day with the new features that the Power BI team is bringing every month. One of the great features for those who are working with Sharepoint Online is that we can use “Sharepoint Online” List as a data source in Power BI to get an overview about Sharepoint […]
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