Nathan MitchellAugust 5, 2021 at 5:46 pmPost count: 3
We are using a modified version of Dynamics 365 called Wiise, and we have DocXtender installed. It is working fine for direct attachments, however we are having issues when attempting to change to using our SharePoint site for documents.
I have configured DocXtender with our SharePoint host name. I have attempted both using a site name, site + folder, or host name only and have the same issue.
When attempting to attach a file a pop-up window opens asking me to log in to my Dynamics 365 Business Central Account. Clicking the “Log In” button comes up with a forbidden access error (https://businesscentral.dynamics.com/error?code=500&type=Tenant_ForbiddenAccess) – “You don’t have permission to access Dynamics 365 Central”
The user account being used has all the correct permissions and access for Sharepoint, am I correct to believe the error stems somewhat from the fact that we do not have the standard version of Dynamics 365?Travis PlettAugust 6, 2021 at 8:02 amPost count: 32
DocXtender does not manage the SharePoint logins, so they need to get their SharePoint login automated before they can use it with DocXtender.
Can the user open the SharePoint site in the same browser as Business Central without being prompted to login? If they are prompted, DocXtender will not be able to connect automatically. The login is just cached in a browser SharePoint cookie, nothing is stored in Business Central. Exactly the same as if you log into SharePoint and use the “remember me” option. Running in a private window or different browser, or logging out of the Microsoft login, will prompt you to log into SharePoint again.
We don’t test DocXtender with Wiise, but it probably will work as it is still using the regular Business Central attachments.Nathan MitchellAugust 8, 2021 at 4:53 pmPost count: 3
Yes, the user can access SharePoint in the same browser session without logging in. The other error that follows is
“DocXtender was not able to create a SharePoint link. SharePoint’s Message: Error not found. Please Review your SharePoint host, site and folder in the DocXtender Setup page”
Looking at DocXtender Setup, it all appears to be filled incorrectly:
SharePoint Host: [tenant].sharepoint.com
Site: [site] (from [tenant.sharepoint.com/sites/[site])
Folder: Folder within the site.
Removing the folder, or the folder and site does not change the error.Travis PlettAugust 13, 2021 at 1:51 pmPost count: 32
We were hoping that Wiise was close enough to base Business Central to use it, but it appears that it will only work with attachments and not SharePoint. Business Central is the only platform that we officially support with DocXtender.Nathan MitchellAugust 16, 2021 at 11:15 pmPost count: 3
Thanks for looking into it – good to know my initial hunch was correct.
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