A question that’s popped up a few times on the community forums is around a solution that would allow PowerApps Portals users to upload an Excel or CSV file and have records created in the CDS/Dynamics database. Some others have suggested some answers, so I’d thought I’d summarize, plus offer another possible solution.
Despite my preference for using CSS to customize the user experience for a Dynamics 365 Portal, as expressed in my last post, unfortunately CSS can’t do everything. Continuing on with the theme of the Dynamics 365 Portal integration with SharePoint, this post talks about using JavaScript to perform additional validation on the uploaded files.
In a previous post, I asked you not to forget about CSS when customizing the user experience of some of the out-of-the-box features of the Dynamics 365 Portal product. In this post I’ll provide another example of using this technique to reduce the number of clicks required to remove a SharePoint document.
In my fourth and final post in the series on how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code, I’ll show you how you can add the ability to upload a file from the Portal directly into SharePoint.
In my third post in the series on how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code, I’ll dive into using the SharePoint REST API to display documents in a folder related to a record in Dynamics 365.
In my second post in the series on how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code, I’ll describe how we go about getting the SharePoint folder location for the current Case on the Edit Case page.
In this series I’m going to step through how you can add an integration with SharePoint to the Employee Self-Service Portal in Dynamics 365 without using server-side code. While the recent news that the October ’18 release of the Portal capabilities for Dynamics 365 with include out-of-the-box SharePoint integration may make this series obsolete in a hurry, I’m sharing it as it might inspire other solutions that can leverage the same techniques.
And now for something completely different! While I normally talk about Dynamics 365 Portals, we’ve had a few requests recently around SharePoint and Dynamics 365 integration, specifically around uploading documents to SharePoint via a custom interface. I initially thought that it would be a topic well covered on the Dynamics blogosphere but, to my surprise, I couldn’t find a lot out there. So I spent some time figuring it out, and thought I’d share my findings.
