Installation

The component supports SharePoint Document Locations and comes pre-configured to work with your existing Document Locations. For setup instructions, please refer to Microsoft Learn's guide on enabling SharePoint document management for specific entities.

Steps to Install:

1. Enable Notes

   To utilize this component with notes, make sure that notes are enabled for your entities.

   

2. Install the Solution

   Install the Dropzone PCF solution package into your Dynamics 365 environment via the Solution Management area.

3. Add Component to a Form

   Open the desired form in edit mode and navigate to Get more components:

   

4. Search and Add Dropzone

   In the components search, type "Dropzone" in the search box, select the component, and then press "Add":

   

5. Position the Component on the Form

   The component will appear under "More components". You can now drag and drop it anywhere on the form:

   

   Drag the component to your desired location on the form. Note that the "table" and "view" selected during this step do not affect the component's functionality.

   

6. Configure the component

   Under "Enable SharePoint Documents?" type either Yes/No in the "static value" text input (If "No" then the SharePoint toggle is hidden):

   

For any issues or suggestions, use the "Issues" tab at the top of the page.

Q: Why can’t my users see files in the drop zone?

A: Make sure users have Read access to the Notes (Annotation) table. Files uploaded via the drop zone are stored there.

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Q: System Administrators can see the files. Why not everyone else?

A: System Administrators have access to all records by default. Other users need proper permissions for both the parent table (Requests) and Notes.

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Q: Do drop zone files follow the same permissions as the parent record?

A: Yes, files inherit permissions from the parent record. Ensure the parent record’s access is configured correctly.

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Q: How can I check if the files are properly saved?

A: Enable auditing on the Notes (Annotation) table to verify file creation and association.

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Q: Why does the drop zone show unrelated documents, and the subgrid display a throttling error?

A: The drop zone is not currently designed to handle document libraries with over 5000 items. This limitation may cause unexpected behavior, such as displaying unrelated documents. A future improvement will address this issue.

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Q: How can I disable the drop zone for notes or SharePoint?

A: You can disable drops directly in the edit form menu. Edit the component and set the boolean values for enableNoteDrops or enableSharePointDrops to False. By default, both options are set to True, but you can turn them off as needed.

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