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Microsoft Dynamics CRM (Archived)

Any way to attach files to Case forms without notes tab?

Posted on by Microsoft Employee

Hi all,

I am trying to find a way to attach files (PDFs, images, etc.) to Case forms. The only way I've found so far is using the Notes pane, but there is no need for the Activities and Posts sections so it is very cluttered. Is there anyway to either remove these or a different, cleaner way we can attach files?

Thank you!

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  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Any way to attach files to Case forms without notes tab?

    If your sole intention is to attach files, and you dont want to use the OOB Notes section, why don't you think about server based SharePoint integration?

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Any way to attach files to Case forms without notes tab?

    The only option is the Notes pane. You can set the Notes as the default tab in this pane, and you can move this to a section that is full width, which should reduce any clutter

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