Handling documents is a common requirement when creating solutions with the Power Platform. You can add documents directly to the Common Data Service or you can use SharePoint as your document store.
Model-driven apps can upload and attach files to records using Notes. There are some issues with using Notes for document management:
- Files are stored in the Common Data Service and use precious storage capacity.
- There is no capability to open an attached file, edit it, and save it back to the app – you must save it locally and upload it again.
- There are no features such as check-out/check-in.
- There is no version control.
Microsoft provides the ability to integrate the Common Data Service with SharePoint. With SharePoint integration, a document library is created for each record where the entity is enabled for Document Management.
Using SharePoint for managing documents in model-driven apps provides the following benefits:
- Enables...