Linking a Dataverse table record with a single SharePoint file

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Posted on by Spinner

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I'd like to link a record in a custom entity (let's call it Customer) to a specific SharePoint document (an M:1 relationship). A document may be related to many different Customers.

I'm not looking to add multiple documents to the Customer record (a 1:M relationship). I know how to do that through the document management facility, and already do so on Customer to accomplish a different requirement.

Is there any way I can do this? Ideally I'd like to be able to select the relevant document from a dropdown on the Customer record form.

I wondered specifically if the entity SharePointDocument (not SharePointDocumentLocation) might be harnessed to provide such a link via a Lookup column on Customer. However, there appear to be no accessible records in this table.

I tried setting up a virtual table to access SharePoint but it seems that that only works on lists rather than libraries.

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Microsoft Dataverse with Power Apps

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ronaldwalcott 3,862 Moderator on at

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The approach that I would take would be to maintain a list of the document locations and create a link to that.

Are there any other requirements which you haven't mentioned that would have an impact on that approach?

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Spinner 107 on at

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@ronaldwalcott Thanks Ronald. By document locations, I presume you mean URLs to specific documents, rather than the Document Locations (i.e. folders) contained in the SharePointDocumentLocation table.

The main difficulty I see here is that the folder with the documents may be added to by end users, so maintaining such a list needs to be done in an automated fashion.

My current idea is to use a dataflow to import the filenames to a new table, then trigger a Power Automate flow that triggers the dataflow whenever a change is detected in the SharePoint folder (e.g. a new document being created). Do you see any particular issues with that approach?

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venturemavenwill 1,193 Super User 2026 Season 1 on at

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SharePoint Document Location will have records when you configure the SharePoint document integration with Dataverse. Theoretically you could customize it like any other table in Dataverse, but would the native integration serve your purpose as well?

Please see https://learn.microsoft.com/en-us/power-pages/configure/manage-sharepoint-documents

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Spinner 107 on at

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@venturemavenwil Thanks for the thought, but as mentioned the default SharePoint integration isn't suitable here as I need an M:1 rather than 1:M relationship.

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ronaldwalcott 3,862 Moderator on at

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Do you mean something like this (288) SharePoint Lists and Libraries Relationships using Power Apps #PowerApps #SharePoint #Relationships - YouTube but using a Dataverse table instead of a SharePoint list?

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