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Hello Community,
I have the following challenge, and would appreciate some suggestions/guidance.
I am working on a client requirement where we need to allow users on the portal to upload documents to a SharePoint location that's associated with the Contact entity record in Dynamics 365. I have enabled SharePoint integration on the portal and Dynamics 365, and what I am able to upload documents on the portal, via a Document Location subgrid from the Dynamics entity that my portal web form is based on, and the documents are saved in the right SharePoint location. So that's all good. However, one hurdle I am struggling with is when we upload the documents on the portal, how can we specify the type of document we are uploading, and also be able to save that type to the SharePoint location. For example, I have a passport document and a funding proof document I am uploading, and I need to ensure that both documents have been uploaded to the SharePoint location. I can't rely on the name of the file, so I would like a way for the user to specify which document they are uploading, and saving that attribute to the SharePoint location too.
Is there a way to achieve the above through configurations without custom code development?
Thank you!
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