Manage SharePoint documents

Note

These release notes describe functionality that may not have been released yet. To see when this functionality is planned to release, please review Summary of what’s new. Delivery timelines and projected functionality may change or may not ship (see Microsoft policy).

This feature extends document management capabilities of Dynamics 365 applications to portals, providing a consistent experience and allowing customers to leverage their existing investments in SharePoint with Dynamics 365 for document management.

Documents associated with entity records can be managed by portal users as they are stored in a SharePoint document library, thus also enabling businesses to leverage the seamless collaboration capabilities offered natively by SharePoint.

SharePoint Online document libraries configured with entities in Dynamics 365 can be surfaced via portal entity and web forms. This allows portal users to perform the following actions:

Add documents

Add files to a case record

View and download documents

View documents related to case record

Create folder

Create subfolder within document list to organize files

Delete document

Delete files from a case record

Quick steps

Configuring document list on entity forms

Configure document list subgrid on case entity form

Configuring permissions on document list

Configure document list permissions

A permissions-based model allows controlling these actions on files and folders for specific customer scenarios.

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