Sharepoint 2013 CRM2011 Document Upload and Document Location Helper (CSOM and OM)

Hi all,

Playing around with SharePoint CRM 2011 integration, I managed to construct a helper function that would be useful for future projects. This is when you want to upload document to SharePoint as well as creating document location in CRM 2011.

There are several ways of uploading documents to SharePoint.
1. Object Model
2. Client Object Model
3. Rest API

In this post, I will show you the first two. If your code is sitting in SP server, you can use the traditional object model. Here you go:



You might want to impersonate credentials when uploading to a different SP site. With Firefox, when I try to upload to secured SP site (https) I got prompted login box which is annoying (as opposed to single sign on with IE/Chrome).

So as a workaround we can use the Client Object Model way to upload to SharePoint in order to specify the credentials:



Here I also ensure that the folder exists before we upload document (otherwise create them!).

Lastly, the CRM 2011 document location can be created easily if they don't exist yet :)
You have 2 options (Absolute or Relative paths), I will show both functions:



There you go! Then you can just use this function in your handler class etc.

HTH,
Andreas

Comments

Post a Comment

Popular posts from this blog

SharePoint 2013 anonymous access add attachments to list item

Image
Hi, Sometimes you want to enable anonymous access to be able to add a list item but at the same time attaching some documents. After good few hours playing around trying to make this work, turns out that we can achieve this functionality. The trick is to use RunWithElevatedPrivileges method for the file upload. We also want the file upload functionality to be available on the NewForm.aspx as it wouldn't make sense to put it in other forms as any user would be able to upload files to other records. The result will be something like this: When it is saved, the user is redirected to the display form: The close button then will take the user back to the homepage (or any page you desire) The steps: 1. Create an ascx control to host your file upload control in your project.  Put the below script in the ascx as well (credit to this post ): The code behind: 2. Create custom form template. You have to put the ascx in the CONTROLTEMPLATES folder of the
Read more

CRM Plugin - Parent and Child Pipeline

This concept tends to confuse people often - and I was no exception. I came across this problem when trying to create custom auto-numbering for one of my projects. Creating auto-number for Opportunity is easy. This is because the user creates opportunity straight from the home screen - thus the plugin runs on parent pipeline. However, it's a different story if you are dealing with Quote entity. Quote can be created in 2 ways, through the home screen OR the opportunity screen. If you create it from the latter, it will run on the child pipeline and you will find that your plugin will not work. Registering it as a child pipeline is easy, but CRM makes it harder since you can't use ICRMService. Instead, you have to create CRMService manually by using this piece of code: Not only that, with the child plugin you can't use Query expression to fetch other entities in your code unless you register it as ASYNCHRONOUS plugin. Mark Kovalcson in his blog found out that: A C
Read more

Sitecore custom publish agent from specific node and at a specific time

Hi all, As you all know, scheduled publishing will not run automatically unless you enable PublishAgent task in Sitecore config. By default, all items that are in publish queue will get published when this task triggers. This includes all items in the final workflow state and all items that don't have workflows. Sometimes this is not what you want. Maybe you don't enable workflow on media items and you don't want the items to go live when they are not ready. The workaround is to create your own PublishAgent task. Looking at the one provided, we can easily extend the code to insert the RootItem to the PublishOptions (this only works with Full or Smart publish mode however): You will notice that on the Run method I check whether the server time is around the time I set in the parameter (thanks to this post for the code). This will enable us to run the task near the specific time we set (e.g. midnight). In the config patch, just add this to enable the custom agent
Read more