Webinar video: Utilizing the new Sharepoint Connector to handle File Management in Dynamics 365 Business Central

Ieva Kavaliauskaite

Marketing Manager

Topic: Webinars

Date: 3 Mar 2023

Thank you for attending our webinar: ” Utilizing the new Sharepoint Connector to handle File Management in Dynamics 365 Business Central”.

 

This webinar overviewed the capabilities and features of the new Sharepoint connector within Microsoft’s system application.

When upgrading a solution to Business Central SaaS, it is common to run into many challenges when reworking various functions closely tied to the local or server’s file system. In this case, the built-in Microsoft SharePoint connector in the system application can be used as an alternative method to store and manipulate files in a drive.

The online webinar explored the following topics:

    • Intro to new System Application
    • Setting up the Azure app
    • Connecting to a Sharepoint Site
    • Getting a file list from a Sharepoint Site
    • Uploading a file to a Sharepoint Site
    • Other methods of file manipulation

Watch an example presented in a webinar on Microsoft’s new system application’s Sharepoint connector.

 

The webinar was presented by Domas Zimkus & Simonas Dargis.

If you have any unanswered questions, please contact us at [email protected].

 

Please find all questions and answers below

Q: What would be the authentication when using this with on-prem BC?
A: This implementation is using the OAuth 2.0 Authorization Code Flow, which means that the access to SharePoint will be performed with the credentials of the currently logged-on user, i.e. the user permissions will apply.

 

Q: Am I authenticating on behalf of a user, or is it service-to-service?
A: According to Microsoft’s documentation:

 

Q: This implementation is using the OAuth 2.0 Authorization Code Flow, which means that the access to SharePoint will be performed with the credentials of the currently logged-on user, i.e. the user permissions will apply.
A: You are authenticating on behalf of a user who is currently logged in to the BC client.

 

Q: Can I add metadata to a list item?
A: You cannot – but PR is underway to add metadata.

 

Q: Can a file placed in a Sharepoint folder be shared with other users in Business Central?
A: The file can be accessed as long as the user has access to the same Sharepoint. This can also be achieved by providing the necessary API permissions within the Azure portal.

 

Q: Can you plan a session on OneDrive as well in the future?
A: There is a chance that we may look into the OneDrive functionalities and perhaps even the differences between Sharepoint and OneDrive as well, we do not wish to make promises, but this is one of the ideas that we may realize in the future.

 

Q: When do you recommend uploading files to Sharepoint instead of uploading them as attachments to business central documents? could this save a lot of space in the business central database?
A: I recommend using Sharepoint for long-term file storage. If there is anything that uses BLOBs or media within your solution, there is also a chance to save database space by using Sharepoint/OneDrive to save BLOBs or images. If you’re using an OnPrem solution, this can help save disk space.

 

Q: Are there any size limitations in Sharepoint?
A: The limits are described here in Microsoft’s documentation. Generally speaking, the size limitations are based on your subscription plan.

 

Q: Can there be a comparison video to choose Sharepoint, or Onedrive or blob storage based on size?
A: This is one of the ideas that we may explore later in the future, especially if we’ll explore OneDrive connector functionalities as well. We do not wish to make promises, but this is one of the ideas that we may realize in the future.

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