Display SharePoint Documents related to Parent on Child Record in Dynamics 365

Recently my friend Sara Lagerquist asked if there was a way to show the documents stored on SharePoint for a parent entity record on a child entity record (e.g. seeing Documents related to an Account on an Opportunity) without having to copy the documents between SharePoint sites.

This sounded like an interesting challenge so I decided to see if I could find a solution.

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Display SharePoint Documents related to Parent on Child Record in Dynamics 365

Recently my friend Sara Lagerquist asked if there was a way to show the documents stored on SharePoint for a parent entity record on a child entity record (e.g. seeing Documents related to an Account on an Opportunity) without having to copy the documents between SharePoint sites.

Blog Syndicated with ryanmaclean365’s Permission

Author: Ryan Maclean

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