使用Web服务Microsoft Dynamics CRM添加文档共享点

从您的问题中可以理解的是，您已经在CRM 文档管理系统中设置了 SharePoint 。您必须在文档管理设置中启用帐户的文档位置。现在，您要创建/上载文档到 Sharepoint库。您可以使用 Sharepoint：客户端对象模型（CSOM）来完成。我有一段代码可以在sharepoint中创建文档：

from your Question what is understood is that you have setup SharePoint in CRM Document Management System. You must have enabled Document Location for Accounts in the Document Management Settings. Now you want to Create/Upload documents to the Sharepoint Library. You can use Sharepoint: Client Side Object Model(CSOM) to do that. I have a piece of code that creates documents in sharepoint:

//Main Section Code
string sharePointUrl = GetDefaultSPSiteUrlFromCRMSiteCollectionEntity();
SharePointMethods sharePointMethods = new SharePointMethods(sharePointUrl, spUsername, spPassword, spDomain);

ClientContext context = sharePointMethods._clientContext;
Web web = sharePointMethods._clientContext.Web;
FileCreationInformation newFile = new FileCreationInformation();
  newFile.Content = System.IO.File.ReadAllBytes(newTempCRFDocumentFile);
  newFile.Url = sharePointFolder.ServerRelativeUrl+ CRFfileGeneratedName;
  newFile.Overwrite = true;
  List docs = web.Lists.GetByTitle("Account");
  Microsoft.SharePoint.Client.File uploadFile = sharePointFolder.Files.Add(newFile);
  context.ExecuteQuery();

助手功能：

internal string GetDefaultSPSiteUrlFromCRMSiteCollectionEntity()
    {
        try
        {
            ConditionExpression c = new ConditionExpression("isdefault", ConditionOperator.Equal, true);
            FilterExpression f = new FilterExpression(LogicalOperator.And);
            f.Conditions.Add(c);

            QueryExpression q = new QueryExpression("sharepointsite");
            q.Criteria = f;
            q.ColumnSet = new ColumnSet("sharepointsiteid", "name", "absoluteurl", "relativeurl", "isdefault", "parentsite");

            EntityCollection crmSites = GRID.CRM.Common.Common.RetrieveMultiple(q);
            if (crmSites.Entities.Count > 0)
            {
                Entity defaultSharePointSite = crmSites.Entities[0];
                if (defaultSharePointSite.Attributes.Contains("parentsite") && defaultSharePointSite.Attributes.Contains("relativeurl"))
                {
                    Entity parentSiteOfDefaultSite = GRID.CRM.Common.Common.RetrieveSingle("sharepointsite", ((EntityReference)defaultSharePointSite["parentsite"]).Id);
                    return (string)parentSiteOfDefaultSite["absoluteurl"] + "/" + defaultSharePointSite.GetAttributeValue<string>("relativeurl");
                }
                else
                {
                    return defaultSharePointSite.GetAttributeValue<string>("absoluteurl");
                }
            }
            // no SharePoint Sites defined in CRM
            throw new Exception("CRM does not have any default SharePoint Sites");
        }
        catch (Exception ex)
        {
            throw new Exception("CrmMethods -> GetDefaultSPSite (" + ex.Message + ")");
        }
    }


internal class SharePointMethods
{
    string _siteUrl;
    public ClientContext _clientContext;
    internal SharePointMethods(string spSiteUrl, string spUsername, string spPassword, string spDomain)
    {
        try
        {
            _siteUrl = spSiteUrl;
            _clientContext = new ClientContext(_siteUrl);

            _clientContext.Credentials = new System.Net.NetworkCredential
                (spUsername, spPassword, spDomain);
        }
        catch (Exception ex)
        {
            throw new Exception("SharePointMethods.Constructor --> [" + ex.Message + "]");
        }
    }
}