Hi everyone,
We have a couple of clients that will be going with CRM Online and we want to use SharePoint Online for their document management/storage. Integration is easy and works well. My issue is that both clients require SSRS reports that will involve referencing the documents they are storing. Currently, with CRM On-Prem and using it's Notes facility, this is simple. Everything required can be retrieved with a FetchXML call, and can be used in SSRS directly.
My issue is there seems to be no way to query the SharePoint documents using FetchXML. I have tried with both CRM On-Prem and Online, and doing an advanced search for anything related to the SharePoint docs other than their basic location results in an error: "SharePoint document entity does not support any view other than associated grid view".
Is there any advice concerning this? I would love to build a basic report that simply gets a list of Accounts, and any SharePoint documents associated with that Account. The FetchXML for getting the Accounts is easy:
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="account">
<attribute name="name" />
<attribute name="primarycontactid" />
<attribute name="telephone1" />
<attribute name="accountid" />
<order attribute="name" descending="false" />
</entity>
</fetch>
Is there a way to query the SharePoint documents (ie: get their Names) from within a single FetchXML query?
Thank you so much!
Rick