To answer the question Why? I say we run into some limitations with SharePoint integration.
And now we are trying to explore other options. Let’s get started!
Enable Azure Storage
It’s got some extra info which is missing in docs.
Microsoft docs: Enable Azure storage – Power Apps
Things to pay attention to while following the steps:There are two types of settings required for a portal: Settings and Site Settings. Pay attention.
Create a container in the Azure storage you created. Microsoft docs are missing this but it’s definitely required. It doesn’t get created automatically you have to create it on Azure portal.
There extra portal settings which may or may not be required. Doesn’t hurt to set them up:
Site Setting 3 Name: HTTP/Access-Control-Allow-Credentials Value: true
Site Setting 4 Name: HTTP/Access-Control-Allow-Headers Value: *
Site Setting 5 Name: HTTP/Access-Control-Allow-Methods Value: GET, PUT, DELETE, HEAD, POST
Site Setting 6 Name: HTTP/Access-Control-Allow-Origin Value: <your crm url without any trailing slash>
Site Setting 7 Name: HTTP/Access-Control-Expose-Headers Value: *
Site Setting 8 Name: HTTP/Access-Control-Max-Age Value: 300 (it’s value in seconds, you can specify 200/ 100 as well)
Add the Azure Storage web resource to a form
Microsoft docs: Add Azure storage web resource to a form – Power Apps
I haven’t found any tricks here. It just works if you follow the steps.
Configure notes as attachments for basic and advanced forms
Here… two main things on top of all these micro and macro steps you have to perform:
- Make sure you added the permissions to the Web role you use. I know it’s in the list. Still.
- It’s tricky. For the step:
It doesn’t look like this on the classic UI. Also, you can’t do it via new UI.
This is how it looks like in classic:
And you go to the second tab and select Notes from there.
Now you all set to use the OTB Azure Storage integration with your portal documents.
But what if you want to use the same integration to store your Dynamics 365 documents which are not uploaded via the portal?
To be continued…