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Open the SharePoint document in a new window from the CRM Portal

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Posted on by ThareLyn

Hello everyone,

I have a form in D365 CRM Custom portal that is showing up the list of SharePoint documents associated with the selected contact record.

Now, when I click on the Document link. It gets downloaded directly. But, I want to first see that document in preview mode and then if interested only then I would like to download it.

Is this possible? Is there any 3rd party tool that could help me to achieve this requirement? Or any other solution?

Thanks.

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Power Apps portals

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ragavanrajan 7,044 Most Valuable Professional on at

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Hi @ThareLyn

As far as I am aware, there is no OOB way to achieve this. With our recent experience, custom JavaScript is not triggering properly for the SharePoint subgrid. You can try Attach2Dynmaics by inogic which will allow you to preview, update, delete and download. Adding reference for you. Try a trial.

https://www.inogic.com/product/productivity-apps/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage

Hope it helps.
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keylink 11 on at

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www.crmcs.co.uk also have an addon that can manage documents via drag and drop and can see docs in a folder view but not preview as far as I am aware

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