Hi Dynamix gods,
I have a small project to store documents added to Dynamics to a pre-existing SharePoint site (not using Enterprise Portal). I’m a SharePoint guy so getting it into SharePoint is really not a problem.
My questions is what would be best practise way of achieving this be?
I’ve done preliminary investigation, enough to know that I could change the DocuActionFile class and modify the SaveTempFile method to call my SharePoint webservice passing it the filename and some data so that the web service could then copy the file over to SharePoint and set a few metadata fields (customer name, ID etc).
But is this really a good way to go, coming from a .NET background it just feels wrong! Any help appreciated! Andy