TALXIS File Picker

TALXIS File Picker integrates with Power Apps to enable document storage across various platforms, with SharePoint Online being the most commonly used.

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In scenarios where you're working with records in Dataverse or Dynamics 365, it's often necessary to attach additional files, such as scanned invoices, PDF proposals or delivery protocols. The File Picker allows you to display relevant documents from a SharePoint library directly on the record, with options to edit, upload, or open files. Behind the scenes, a dedicated M365 group is automatically created, containing a folder structure that’s uniquely linked to the record by its ID.

Although native integrations exist, our solution is more robust and offers a wider range of functionalities, providing our partners with greater flexibility to meet their customers' needs. The specific use case for SharePoint Online is detailed down below - other supported storage options offer different features and have their own permission models.

Types of data storage

Our component supports saving a document to various types of storage:

• Save to a SharePoint Online document library

• Dataverse database

• Azure Blob Storage

• ...additional storage types can be added upon client request
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Uploading a document

The FilePicker control allows users to upload files of any format in the traditional way, as they are accustomed to on a PC, or via the Drag & Drop feature.
For each record, a folder is created with a name that references the unique record identifier (ID). These folders are accessible online to selected user groups (e.g., M365 group) based on the assigned permissions.

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​View a document

The component displays files as a directory structure, independent of the chosen storage. This approach is familiar to users from their experience with PC navigation and is more user-friendly than the standard Dataverse interface. When clicking on a file, it can be previewed directly in Power Apps, Office Online, or edited collaboratively by multiple users.