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Microsoft Dynamics CRM (Archived)

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

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Posted on by Community Member

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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David Jennaway 14,065 on at

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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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Shidin Haridas 3,499 on at

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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?

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