Hi Brian. I have long winded question, but the gist is....when you enable SharePoint integration is that for one SharePoint site for all entities that you want to enable it for? Or can you have Project A uses SharePoint site A and Project B uses Site A. Can you explain? I do not want to use this feature if my documents for all projects/solutions in the environment are commingled on the enabled SharePoint site. I want them to store documents to project specific SharePoint sites. I've searched and that is not clear.
I noticed your subrid row count was set to 4 at 16:16, but in 18:13 it clearly shows 1 row. I have been having issues with changing the number of rows visible. Would you happen to know where to go to change the number of rows?
Brian great videos as always, What could be the reason I do not see sharepoint way buttons 17:46 on your video. I chose file only and when I upload, it goes to Sharepoint library. Also is there a way to show these documents on portal like the view on 16:52, with access control like view only or insert, edit etc?
Amazing work Brain! As usual, big fan of your videos. I have a question, which data source is recommended to use for attaching file from PowerApps portal ? SharePoint or Data Verse and why ?
It comes down to cost vs ease in many cases. SharePoint cost and Azure Blob Storage is much cheaper than Dataverse space. For ease of use, the dataverse is easier but Sharepoint makes those files a bit more discoverable where all the files are in a central easy to manage place. So, like any good ex-consultant the answer is "it depends" :). - Brian
Brilliiant Brian. Great information, well presented...as usual. If you have your Contract Request table related to the Account table, can you have Sharepoint online use the same document library for both the Account and Contract, with the contract folder being a sub folder under the Account? Or will it try and put them in different folders completely unrelated in SharePoint? Also, does it respect the security of the Dataverse table with the access in Sharepoint? eg: only users in the team, business unit, etc as defined by the Dataverse access permissions?
Thanks for your video! Great content :) Is there a chance to view the attachment file stored in dataverse record (opening a new link) without download it?
I don't want to make any announcements for MS, but the groundwork for that has been entering the product (PCF) over the past 6 months and I think you'll be happy soon :).
Unfortunately not automatically. You could do that with a canvas app if you know it's an image. You can also try a PCF components from PCF.Gallery to see if there's a component that would give you that functionality.
@@PragmaticWorks Thanks for your reply. I looked at [ github.com/jaguil3ra/PowerApps-KitControls/tree/master/src/DS_SharePointDataCard ] and think it would do nicely, but, I'm not sure how to proceed.
Thank you for the excellent video. Would it be possible to embed OneDrive or a SharePoint document library within PowerApps Model Driven (Dataverse)? I'm interested in learning how to do this. Additionally, I would like to synchronize it with my computer using OneDrive.
Hi Brian: Thank you. You covered a lot of grounds in this short and succinct video. We really appreciate it. I have a Question. Is there a way without programming to hide folder creation functionality using SP method? We do not want our users creating folders in our SP library where the data are stored. Thanx.
I would also like to know this. We've had to ditch the sharepoint integration because it doesn't automatically delete files when the related Dataverse record is removed for retention/bulk-delete rules. The customers are unhappy they lost the ability to upload multiple files. Canvas app seems like a good alternative but I can't figure out the attachments piece.
Hi Brian, this is really amazing and the last option is great to manage & attach several files to a record in DataVerse. I have a question however when deleting a record how would I make sure that the folder including the attachments is also deleted on sharepoint?
Hi Brian, Thanks for this video. I have do the option to select "Document Locations (Regarding" as Entity however I do not have the option to select "Documents (Regarding" as Entity. Any help would be appreciated.
Hey @Brian - Brilliant video. The question I have is - When will the approach 1 be supported in PowerApps Portal? This is a road block for me right now. I prefer to keep it simple and hence not go with approach 2 or 3.
It is coming. They have to first support PCF components in Portals to host that File data type. The plumbing for the first step is coming very soon I believe.
If there are going to be a lot of files, SharePoint is a much better choice. A lot of file attachments through notes or file type fields will really bloat the database and can impact performance. ALSO, the cost of Dataverse storage is about 10x more expensive than SP storage.
Agreed Sharon! The nicest part about the notes part is if you want to append any extra metadata on the record. I think the Sharepoint method is an easier user interface for just bulk uploading files.
Hi Brian, Could you please provide a detailed step by step video on the SharePoint Power pages integration I need to upload documents to SharePoint using forms in PowerPages and stuck at the uploading part
Hi Brian, How to set up a SharePoint integration with Dataverse using multiple sites ? I would like to change the default SharePoint site based on the entities.
Can we have different SharePoint sites for different PowerApps? Because for Different Power APP I would like to upload attachments to different SharePoint Sites. But in this video, you are providing one SP site as a default site does this mean this provided SharePoint site will be used for storing attachments for all the PowerApps?
Hi Brian, thanks for the vid - sorry for a licensing question but can I just check that this method of integrating with SharePoint is available for users on a Power Apps per app or per user licence and there is definitely no dependency on any Dynamics licensing? Cheers!
Yes, if you store files in SharePoint there are no additional licensing required if that's the question. Only if you use Dataverse/SQL/Premium connections, does it light up that requirement for an additional license.
Thanks for the video !! How can I import a huge amount of items with their attachments. Every Item has like 4 attachments and I'm trying to migrate a list from Quickbase Online to Office 365 online.
I want to attach word document And then use the display name of that in a gallery on select of the display name it has to download the document ,can you guide, And can't we use it in a canvas app ? Thanks in advance
Hi Brian, I managed to setup Sharepoint document library as instructed in the video. However I realized that whenever I want to create a new record, that record has to be saved first before the attachment function is made available. Is there any way that I can have the attachment section enabled without having to click on Save first?
@@PragmaticWorks Thanks for the reply. Do you think it's possible to create a record instantly through the form's onload event (via javascript) when the New button is hit, instead of having to click on the Save button? If yes, do you know of any resource that I can refer to?
Yes for sure. One of the options is what Mime Types you want to allow for the upload. You'll find that in the same tab where i enabled the uploads. - Brian
Notes do not since there's no model-driven app there but File data types are there. Your best bet might be to integrate with SharePoint for file storage though so you don't eat up your 2GB.
How to open this note table. I have solution with app and table. I have selected option of include attachments and notes table. Now I do not understand how to see what documents are being attached to particular record. Can any one guide me how to navigate to note table?
Brian you are pure gold!🤑
:) THanks!
Great tutorial Brian. Love the way you teach so easy to follow
Glad it was helpful!
Thanks Brian! Detailed and well-paced tutorial.
Glad it was helpful!
This was a great video! Great content and very well done.
You're a wizard mate, thanks for the help!
Glad you enjoyed!
This tutorial is just what I needed! Thank you!!
Thanks for watching!
Hi Brian. I have long winded question, but the gist is....when you enable SharePoint integration is that for one SharePoint site for all entities that you want to enable it for? Or can you have Project A uses SharePoint site A and Project B uses Site A. Can you explain? I do not want to use this feature if my documents for all projects/solutions in the environment are commingled on the enabled SharePoint site. I want them to store documents to project specific SharePoint sites. I've searched and that is not clear.
Thanks Brian!! That made my concept a lot clear.
Glad it helped!
Thank You - was extremely useful!
You're welcome!
I noticed your subrid row count was set to 4 at 16:16, but in 18:13 it clearly shows 1 row. I have been having issues with changing the number of rows visible. Would you happen to know where to go to change the number of rows?
Thank you, very good video
Brian great videos as always, What could be the reason I do not see sharepoint way buttons 17:46 on your video. I chose file only and when I upload, it goes to Sharepoint library. Also is there a way to show these documents on portal like the view on 16:52, with access control like view only or insert, edit etc?
Hi Brian, does it work on canvas apps without using a form? Thanks
I'm sorted, I need to add a form that get the control, cut it out, delete form and paste control on screen. Thanks
Amazing work Brain! As usual, big fan of your videos. I have a question, which data source is recommended to use for attaching file from PowerApps portal ? SharePoint or Data Verse and why ?
It comes down to cost vs ease in many cases. SharePoint cost and Azure Blob Storage is much cheaper than Dataverse space. For ease of use, the dataverse is easier but Sharepoint makes those files a bit more discoverable where all the files are in a central easy to manage place. So, like any good ex-consultant the answer is "it depends" :). - Brian
Brilliiant Brian. Great information, well presented...as usual. If you have your Contract Request table related to the Account table, can you have Sharepoint online use the same document library for both the Account and Contract, with the contract folder being a sub folder under the Account? Or will it try and put them in different folders completely unrelated in SharePoint? Also, does it respect the security of the Dataverse table with the access in Sharepoint? eg: only users in the team, business unit, etc as defined by the Dataverse access permissions?
Thanks for your video! Great content :) Is there a chance to view the attachment file stored in dataverse record (opening a new link) without download it?
Sure, you would have to determine the file type first and if it's a PDF for example, you can use the PDF viewer control, image control or whatever.
How to do it in Canvas Apps -- that's the most important thing to learn?.Thanks.
Great video as usual Brian, thanks for this. Is there any update on how to make this work for Portals without using SharePoint or Notes? Thanks!
I don't want to make any announcements for MS, but the groundwork for that has been entering the product (PCF) over the past 6 months and I think you'll be happy soon :).
Thanks Brian! Is there any way to add a thumbnail view of the uploaded image?
Unfortunately not automatically. You could do that with a canvas app if you know it's an image. You can also try a PCF components from PCF.Gallery to see if there's a component that would give you that functionality.
@@PragmaticWorks Thanks for your reply. I looked at [ github.com/jaguil3ra/PowerApps-KitControls/tree/master/src/DS_SharePointDataCard ] and think it would do nicely, but, I'm not sure how to proceed.
Do you have a separate video on uploading files to SharePoint using power pages ?
Thank you for the excellent video. Would it be possible to embed OneDrive or a SharePoint document library within PowerApps Model Driven (Dataverse)? I'm interested in learning how to do this. Additionally, I would like to synchronize it with my computer using OneDrive.
Hi Brian: Thank you. You covered a lot of grounds in this short and succinct video. We really appreciate it. I have a Question. Is there a way without programming to hide folder creation functionality using SP method? We do not want our users creating folders in our SP library where the data are stored. Thanx.
Yes, you can show instead of File Locations, show Documents (Regarding)
@@PragmaticWorks FYI, when I use this trick, the new form designer shows an error in the control. But when Playing the app, the documents show up...
is it possible to have multiple file attachment fields within canvase apps aswell?
I would also like to know this. We've had to ditch the sharepoint integration because it doesn't automatically delete files when the related Dataverse record is removed for retention/bulk-delete rules. The customers are unhappy they lost the ability to upload multiple files. Canvas app seems like a good alternative but I can't figure out the attachments piece.
Hi Brian, this is really amazing and the last option is great to manage & attach several files to a record in DataVerse. I have a question however when deleting a record how would I make sure that the folder including the attachments is also deleted on sharepoint?
Hi Brian, Thanks for this video. I have do the option to select "Document Locations (Regarding" as Entity however I do not have the option to select "Documents (Regarding" as Entity. Any help would be appreciated.
Hey @Brian - Brilliant video.
The question I have is - When will the approach 1 be supported in PowerApps Portal?
This is a road block for me right now. I prefer to keep it simple and hence not go with approach 2 or 3.
It is coming. They have to first support PCF components in Portals to host that File data type. The plumbing for the first step is coming very soon I believe.
If there are going to be a lot of files, SharePoint is a much better choice. A lot of file attachments through notes or file type fields will really bloat the database and can impact performance. ALSO, the cost of Dataverse storage is about 10x more expensive than SP storage.
Agreed Sharon! The nicest part about the notes part is if you want to append any extra metadata on the record. I think the Sharepoint method is an easier user interface for just bulk uploading files.
Hi Brian, Could you please provide a detailed step by step video on the SharePoint Power pages integration
I need to upload documents to SharePoint using forms in PowerPages and stuck at the uploading part
Hi Brian,
How to set up a SharePoint integration with Dataverse using multiple sites ?
I would like to change the default SharePoint site based on the entities.
Clement did you work this out? how to have a secondary sharepoint site and not use the default?
Can we have different SharePoint sites for different PowerApps?
Because for Different Power APP I would like to upload attachments to different SharePoint Sites. But in this video, you are providing one SP site as a default site does this mean this provided SharePoint site will be used for storing attachments for all the PowerApps?
Hello, is the first approach available on PowerApps Portals now?
Not yet but the plumbing is now in place to make that happen (very soon likey).
@@PragmaticWorks Great, thanks.
Hi Brian, thanks for the vid - sorry for a licensing question but can I just check that this method of integrating with SharePoint is available for users on a Power Apps per app or per user licence and there is definitely no dependency on any Dynamics licensing? Cheers!
Yes, if you store files in SharePoint there are no additional licensing required if that's the question. Only if you use Dataverse/SQL/Premium connections, does it light up that requirement for an additional license.
@@PragmaticWorks thanks. 👍🏻
Thanks for the video !! How can I import a huge amount of items with their attachments. Every Item has like 4 attachments and I'm trying to migrate a list from Quickbase Online to Office 365 online.
where i can find the emplacement of my file attachment POWER PAGES
I want to attach word document
And then use the display name of that in a gallery on select of the display name it has to download the document ,can you guide,
And can't we use it in a canvas app ?
Thanks in advance
hello, whenever i try this I'm faced with the error " Unable to find control with id 'Subgrid_new_2' that is associated with the Label ''
Brian can you share how to attach files from emails using Power automate to Dataverse as a new record
Hi Brian, I managed to setup Sharepoint document library as instructed in the video. However I realized that whenever I want to create a new record, that record has to be saved first before the attachment function is made available. Is there any way that I can have the attachment section enabled without having to click on Save first?
Yes that is correct. Once you save the record it created the folder necessary to save the files but it has to have a record to map that folder to.
@@PragmaticWorks Thanks for the reply. Do you think it's possible to create a record instantly through the form's onload event (via javascript) when the New button is hit, instead of having to click on the Save button? If yes, do you know of any resource that I can refer to?
I have a table in Dataverse, I dont see File type when creating column.
Hi, Is it possible to customize the upload button. E.G Prevent Users from uploading executable files
Yes for sure. One of the options is what Mime Types you want to allow for the upload. You'll find that in the same tab where i enabled the uploads. - Brian
Thanks for the rundown! Very helpful. Also, that's not Grover; It's Oscar the Grouch :)
My bad! Realized that afterwards but recording boo-boo :).
What about send files to Blob Azure?
Hello Brian! Does this work in Dataverse for Teams or in the paid Dataverse?
Notes do not since there's no model-driven app there but File data types are there. Your best bet might be to integrate with SharePoint for file storage though so you don't eat up your 2GB.
@@PragmaticWorks Thank you for this video! It answers my initial question (of whether we could attach files in a record) when Dataverse was launched.
Hello Brian! Here is a pesky question for ya: how can I avoid the default sharepoint folder that gets created to use the GUID? Is there a way?
That GUID is the ID for the row you're looking at so that's how it links to it automatically.
How to open this note table. I have solution with app and table. I have selected option of include attachments and notes table. Now I do not understand how to see what documents are being attached to particular record. Can any one guide me how to navigate to note table?
Great video, very helpful and thorough. But GUID is pronounced goo-id, not gwid!!!
LOL. Allen I'm from the south. I mispronounce quite a few words. Just don't ask me to pronounce GIF. :) - Brian
not the same version of power apps,