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Editor's Notes

  1. Disclaimer: Ik kan niet alles vertellen over Azure Functions. Het is veel meer dan wat ik nu vertel, alleen past dat niet in de beschikbare tijd. Ik heb de punten er uit gehaald die relevant zijn voor CRM. En die de basis zijn voor een goede start.
  2. Use this concept as a starting point This concept is a good starting point, but there are a few things to consider before going into production Authentication Considered it a bit too much to include modern type authentication scenario’s Complex Focusing on citizen developer Queues Queues might be a good option to prevent throttling limitations or timeout issues. The drawback is that your workflow status will almost always be succeeded, even if the deployment of the model fails. Resilience SPMeta2 supports updates to the model without affecting the content. Add a check if the web exists on SPO and if the libraries exist in CRM and you can redeploy to model without any issues. E.g. when it fails, or when you want to update the model (Adding a new library) Check if CRM site & document location exists, if so skip the creation of it Content types Consider deploying content types to your site collection, and have a default custom content type per Library. This enables you to customize SharePoint search where: You can filter based on the Web title Filter based on the content type, which is similar to the Library Users don’t have to do anything extra when uploading files You can also consider adding metadata fields to your model and content type. Document sets Gives you an option to help structure. Document Sets are folders with the added option to add metadata to the document set that will be inherited by al the files in the document set Document set can be deployed form CRM and metadata can be set as well. E.g. a customer site, with a project library and a document set per project. You can set metadata on the document set from CRM and make sure every document inherits from this document set metadata. SharePoint updates SharePoint is receiving a lot of updates at the moment. Although remote provisioning is the recommended approach, I’ve have run into issues where Microsoft breaks the deployment. So be aware to this changing platform and keep up to date with changes. Permissions Remote setting and updating permissions in SharePoint is fully supported. On site, web, library, folder and item level. You can use this model to set permissions as well, however it will increase the complexity greatly