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How to upload documents with drag and drops

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Posted on by 104

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

  • Ruben Aghajanyan Profile Picture
    Ruben Aghajanyan 123 on at
    RE: How to upload documents with drag and drops

    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

  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 53,906 Super User on at
    RE: How to upload documents with drag and drops

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

    pcf.gallery/categories

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