If you recently logged in to your Canvas App builder, you might have noticed that there are a few new screen templates that you can choose from when creating your app. These new screens, which are built with the Modern controls simplify the process of creating new apps, and the layouts are completely responsive.
Last Friday, while working with one of our clients on an integration issue between Dynamics and the Microsoft Exchange global address book, he asked me if there was a way for them to have automated creation of events (calendar items) in their Microsoft Outlook calendar where the source of the data was an Excel spreadsheet in OneDrive. This is a short post, but might help someone out who needs to implement this.
One of the features in Microsoft Dynamics 365 (and some of the previous versions has been document templates). I wanted to validate some of the logic, if we can automate the creation of a document and sending it as an email using Microsoft Flow, and of course Flow did not fail to perform.
Ever since Microsoft purchased AdxStudios and replaced the product with Dynamics Portals, one of the biggest pains was the removal of SharePoint documents. The interim solution of course was available using Azure blobs with the Dynamics Labs solution which provided document uploads, but using the Out of the Box SharePoint Documents was a miss by a lot of Portal Developers.
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.
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The next part of this solution is to configure Microsoft Azure. If you do not have an Azure account, you can create a Trial account of Pay as you go account. If you are a partner or have a BizSpark subscription you get a certain amount of credits per month, which should be more than enough for the type of implementation that needs to be done using Azure.
The easiest part of this solution is to configure SharePoint. There is no custom development involved, but just the creation of the document library, the folders, custom lists and the attributes that we want to use for the solution. We will need to start with the creation of the custom lists as they will be used for the creation of the lookup attributes.
Over the past few years we have encountered multiple scenarios where the Out of the Box SharePoint Integration component, did not fulfill the requirements of our clients using Dynamics 365 and SharePoint. Some of these had to do with capturing additional attributes in SharePoint, and sharing similar data across different entities in SharePoint.
This article will describe the steps on how to create announcements in CRM and publish them on your SharePoint 2010 web application.
