File Upload in Dynamics CRM

The other day I came across a very interesting business requirement to implement the standard file upload feature in Dynamics CRM. The business requirement was to give the user a feature where the user directly browses the file from their computer and upload the data in Dynamics CRM from the entity form itself.

I have implemented the following components to achieve this business requirement in the Dynamics CRM.

• HTML Web resource with File Upload control: I have created a simple HTML web resource and used the file upload control which help to browse the file from the computer (refer Fig. 1).

(Fig. 1)

• JavaScript: I have used JavaScript to capture the data from the file, convert the data into JSON format and displayed it in a hidden field (refer Fig. 2).

(Fig. 2)

• CRM Plugin: I have used CRM plugin which trigger when we click on the Save button and read the JSON and dump the data in an entity in the Dynamics CRM (refer Fig. 3).

(Fig. 3)

In the next blog article I will share the source code as well.