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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Create view based on S...
Customer experience | Sales, Customer Insights,...
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Create view based on Sharepoint attachement

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Posted on by Quartzite 128
I want to create a view based on SharePoint attachments. Is there a way to achieve this?
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Dynamics 365 Sales
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  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 10,421 Moderator on at
    Create view based on Sharepoint attachement

    Hi Quartzie 👋

    Thanks for your question!

    Creating a view based on SharePoint attachments in Dynamics 365 Sales is not supported directly through standard view configuration, as SharePoint documents are stored externally and not in Dataverse tables that support native views.

    ✅ Here are a few options to achieve similar functionality:

    1. Use a custom Power BI report

      • Connect Power BI to both Dataverse and SharePoint.
      • Create a report that links records (e.g., Accounts or Opportunities) to their associated SharePoint documents.

    2. Embed SharePoint document location in a custom field

      • Store the SharePoint URL in a custom field on the record.
      • Create a view that filters or displays records based on whether this field is populated.

    3. Use Power Automate to tag records

      • Build a flow that checks for attachments in SharePoint and updates a flag or field in Dynamics 365.
      • Use this field to create a view.

    4. Explore third-party integrations

      • Some ISVs offer enhanced document management solutions that allow filtering and viewing based on SharePoint metadata.

    💡 While native views can't directly query SharePoint, combining Power Platform tools can help bridge the gap.

    Hope this helps!
    ✅ Please mark this reply as helpful if it answered your question.
    Best regards! 👋

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