Get SharePoint Document Location link on field on create in D365

I’ve been working on getting the SharePoint Document’s link to get back into D365 but looks like it can’t come back and get tagged to the record it was created from.

I tried to fire off a plugin on SharePoint Document record create, but in vain. Flow didn’t do justice since SharePoint Document entity doesn’t support Change Tracking.

So, I retrieved the Absolute URL of the “SharePoint Document Location” entity on it’s create itself so that I have the link once the record is created. And click that link to open the folder in SharePoint.

Workflow to wait and then fetch

So if you immediately make a call to retrieve the Absolute URL in the plugin code you’ve written on Create won’t work because Absolute URL gets created moments after the actual Location record is created unlike being passed in the execution context.

My approach is to fire the workflow on the create of the SharePoint Document Location record and Wait for 1 minute.

wfBody

After 1 minute, set off the flag to call the plugin and fetch the Absolute URL as shown below –

updateFlag

Retrieve Absolute URL in Plugin

You can use RetrieveAbsoluteAndSiteCollectionUrlRequest message to retrieve the SiteCollection URL and the Absolute URL of the document folder of the record

retrieveAbsolute

 

Working

  1. When you open the Document sub-grid on the record for the first time, a Document Location record is created –
    openForFirst
  2. The workflow designed above will run and fire off the plugin after 1 minute. The plugin will then make the message request go through to get you the Absolute URL as below –
    link2
  3. And probably you can use that link to open up the folder by clicking on the field that has this URL or send it across in email to internal users (whatever suits your requirements)
    linkInField
  4. It will open up the SP folder for that record and will have all the documents you attach in the Document sub-grid on the record.
    spFolder

Hope this helps!

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3 thoughts on “Get SharePoint Document Location link on field on create in D365

    • Unfortunately not! That was my original plan to get the actual file location to the link. But looks like Document entity isn’t enabled for CDS yet, hence, not for Change Tracking. And that’s why, I had to settle for Document Location instead. I’ll keep an eye on this, there must be something to get there. I’ll let you know once I get to know!

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  1. Hi world, I am building an approval process (with flow) when a quote is created. The connectors are Dynamics, Approval and Office. My biggest challenge is that I cant get the link for the approver to see the quote to be approved. I have completed the integration of SharePoint and Dynamics. When I create a quote, the quote summary is created in the SharePoint site. Great but can I get the URL of the quote and put it in the approval for the approver to review it? Thank you.

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