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Hi everyone,
is it possible to upload documents in Opportunity or Quote with drag and Drop?
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
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
You can try to find a PCF control that deals with attachments, you can browse them by this category
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