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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to upload document...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

How to upload documents with drag and drops

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Posted on by Silvia Innamorati 33

Hi everyone,

is it possible to upload documents in Opportunity or Quote with drag and Drop?

pastedimage1643025574818v1.png

My upload allows to upload only 1 file by this windows or I have to open SharePoint and upload my flies from there.

Any suggestions? Is there any add-on to allow this behavior?

Thanks in advance.

Regards,

Silvia Innamorati

I have the same question (0)
  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,086 Moderator on at

    You can try to find a PCF control that deals with attachments, you can browse them by this category

    pcf.gallery/categories

  • Ruben Aghajanyan Profile Picture
    Ruben Aghajanyan on at

    Hi Silvia Innamorati,

    If you're using Dynamics 365 attachments, you can use this control.

    marketplace.bevercrm.com/.../DragAndDropArea

    It has YouTube instructions on how to install it.

    If you're using SharePoint to store your files, you can still use the control above, but you must also write a plugin (or Power Automate) to transfer files from notes attachments to SharePoint.

    You can write to info@bevercrm.com for additional free consultancy or help.

    Best Regards,

    Ruben

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