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Extending ER Sources: Integration with OneDrive (I)

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#er

#integration

#onedrive

Dynamics 365 ERP - Development

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Oct 14, 2024

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AI Summary

  • The article explains how to extend Electronic Reporting (ER) sources to import from non-default origins beyond options like manual imports or SharePoint.
  • The process involves retrieving files from the origin and moving them to different destinations based on import success, warnings, or errors.
  • It is recommended to read the author's previous series on Extending ER destinations before following the steps for integrating with OneDrive.
  • Authentication for OneDrive integration involves using a refresh token for access_token to list files in a folder and read file content.
  • File IDs can be obtained through a GET request to list files and files can be moved using a PATCH request with a JSON body.
  • A form and table for storing connection credentials should be created or reused, ensuring the Secret and Token are encrypted in the database.
  • Form extension requires adding references to ElectronicReporting and ElectronicReportingCore if not already included in the model.

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