Display Sharepoint documents in Model driven app

[skolisetti]

Hello is there any way to display SharePoint documents in the Model driven app ?  (Not in the Portal App)

I was referring this site Manage SharePoint documents - Power Apps | Microsoft Docs but it seems it supports only "Portal Apps" only

Please advise if that possible.

@rampprakash 

[dpoggemann]

Hi @skolisetti,

Yes, this is a standard configuration for Model Apps as well.

https://www.crmsoftwareblog.com/2020/02/how-to-setup-a-dynamics-365-integration-with-sharepoint/ 

I know this article discusses Dynamics 365 but it is the same for general model apps and I know it is the legacy screens so let me know if you don't know how to get there...

Also it is supported from a licensing perspective currently:

Hope this helps.  Please accept if answers your question or Like if helps in any way.

Thanks,

Drew

[rampprakash]

Hello @skolisetti,

Yes it's possible

If SharePoint site already available you can use the same else create a new one by following

First go to https://office.com

Click SharePoint

Create Site With Public

And Add members if required

Once done copy the URL.

Now open Model Driven Apps

Click Gear Icon at the Top

Then click Advance Settings

Then Select Document Management

Then Document Management Settings 

Input Copied URL

Then Click Next

Then Select if you want Based on Entity you can select if any Parent to child Available 

If not you can leave and click Next

Then Select the entity which you want to Enable for Document Location

Then Click Next and Finish

Once done you can open the Entity record which you created for SharePoint document location, you can see a TAB for document.

That's it 🙂

Let me know if you have any Queries.

Please mark as Answer if it is helpful and provide Kudos

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Blog : https://microsoftcrmtechie.blogspot.com

[skolisetti]

Ram, thanks for your response but i dont see the Tab to view the documents in my App . PFA 

[skolisetti]

Drew, thank you. But the issue is i dont find the "Documents" tab in my Model driven app OR in my table..

not sure why ? the configuration is done as per the steps you shared . I'm using my Demo environment

[dpoggemann · Accepted solution]

Hi @skolisetti ,

Have you enabled the table / entity for Document Management as well?  https://docs.microsoft.com/en-us/power-platform/admin/enable-sharepoint-document-management-specific... 

See the Setting Up SharePoint Document Management setting on the screen shot below.  You find this in the Settings of your table and under Advanced Settings.

Hope this helps.  Please accept if answers your question or Like if helps in any way.

Thanks,

Drew

[dpoggemann]

Hi @skolisetti ,

Have you enabled the table / entity for Document Management as well?  https://docs.microsoft.com/en-us/power-platform/admin/enable-sharepoint-document-management-specific... 

See the Setting Up SharePoint Document Management setting on the screen shot below.  You find this in the Settings of your table and under Advanced Settings.

Hope this helps.  Please accept if answers your question or Like if helps in any way.

Thanks,

Drew

[skolisetti]

Thank you so  much Drew.

[Gprior]

Hello!

I was able to enable the integration and i can see the repository inside my model driven power app!

It's specifically useful based on the fact that once the app creates a record in the entity, the system also creates the related new sharepoint folder and linked them!

I have two doubts:

1. i don't think that it will be possible to see folders inside the sharepoint folder which is visible inside the power app, is it?
2. i percieve pretty hard to change the system rule used to create the default name of the folder in the sharepoint (record id + Hash)! Is it even possible to change it in some way?

Otherwise, which could be the solution to manage these two points?

Thank you for any help, supporto or suggestion!

Giovanni

[dpoggemann]

Hi @Gprior ,

Here are details on how to get rid of the GUID at the end of the folder name.  https://www.inogic.com/blog/2020/11/how-to-remove-guid-from-folder-name-in-dynamics-365-crm-and-shar...