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Integrate Sharepoint Documents in Power Portal

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Posted on by Swiss Business Anal...

I am new to Power Portals and want to embed SharePoint online in my Power Portal so that I can upload, edit, delete documents and folders direct in the power portal.

Ist this possible?

Thx in advance

Andreas

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Power Apps portals

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oliver.rodrigues 9,471 Most Valuable Professional on at

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Please take a look at the official documentation: https://docs.microsoft.com/en-us/powerapps/maker/portals/manage-sharepoint-documents#:~:text=Open%20Power%20Apps%20Portals%20admin,portal%20to%20communicate%20with%20SharePoint.

currently we can manipulate SharePoint records against a record within you CDS environment

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Swiss Business Anal... 9 on at

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Hi Oliver

Thank you very much for your support. I was now able to setup the connection. So what do I have to do now? Add a list or a form to manage the sharepoint documents in the portal?

Thank you in advance for your support

Andreas

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oliver.rodrigues 9,471 Most Valuable Professional on at

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there are a good few steps to follow

but the documentation link is pretty clear and will be easier if you follow the steps there than if I try to explain here

let us know if you face any issues

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Swiss Business Anal... 9 on at

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Hi Oliver

I follow the instructions and get this error in the attachment

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oliver.rodrigues 9,471 Most Valuable Professional on at

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Can you translate the error message?

looks like you are getting the error on setting up the SP integration, I would suggest searching for whatever error you are getting there

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Swiss Business Anal... 9 on at

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I was able to manage it in the mean time. But now I am at step 4 in the documentation. But where do I have to make these settings? And the documentation is talking about model-driven-app

Identify the form where you want to use document management capabilities. You must edit the form by using model-driven app form editor and add a subgrid to it.

As far as I understand a do not have a model driven app but a portal app.

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oliver.rodrigues 9,471 Most Valuable Professional on at

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think of model-driven app as your D365/CDS environment
navigate to make.powerapps.com --> Apps --> Portal Management (that's your model-driven app)

the documentation Step 4 asks to modify that form, to modify you need a solution first
go to make.powerapps.com --> Solutions --> create your own one if you don't already have one, add the entities/forms that you want the SP integration, and then add the subgrid
this video explain overall about the model-driven app components:
https://www.youtube.com/watch?v=02NWfHRYkeo

this video goes step by step on the SharePoint integration setup with the Portals: https://www.youtube.com/watch?v=C8weejmRlmQ

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Swiss Business Anal... 9 on at

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Sorry. Maybe I am blind but where do I find these steps

Under Data Source, select Document Locations from the Entity list.
Under Data Source, select Active Document Locations from the Default View list.
Can you provide me a screenshot?

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rulesrchanged1 Microsoft Employee on at

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So this will depend how you are modifying the artifacts in your CDS env, basically first step here is to actually create a form for the entity which you will display on the portal with a list of associated documents.

When creating that form from make.powerapps.com, these steps listed below is what you will need to do to add a subgrid on the form. This doc will help you https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/create-design-forms

Basically imagine these forms as prebuilt CDS UI controls which works on both portal and model driven apps

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