Microsoft Dynamics CRM (Archived)

How to allow file upload (along with file storage) in Microsoft Dynamics CRM forms?

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Posted on by Community Member

Under Project service:

And under project template:

There is a possibility of customizing forms in Microsoft Dynamics CRM, through Customize entity:

Also, seems like we can add a new field as well:

to forms:

I see that there is no file field in the forms:

Is there a way to allow file upload in Microsoft Dynamics CRM forms?

Maybe programmatically?

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meenoo 7,316 on at

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RE: How to allow file upload (along with file storage) in Microsoft Dynamics CRM forms?

Hi xameeramir,

There is a 'Notes' entity to which you can upload files and enter regarding notes to it.

This is how it looks like on the form if you enable Notes section:

Follow these steps to enable Notes section:

In the entity properties, look for 'Communication & Collaboration': Check 'Notes(includes attachments)'

Then in order to place the Notes section on the form, you have to select it in the 'Form Editor'. Refer to the screenshot below:

That's it. Thank you.

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Community Member on at

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RE: How to allow file upload (along with file storage) in Microsoft Dynamics CRM forms?

How do I access this section in the CRM?

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PS 23,577 on at

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RE: How to allow file upload (along with file storage) in Microsoft Dynamics CRM forms?

Step 1: go to settings>>customization>>customize the system>>click 'entity' and expand>>scroll down to project>> click on the name 'project'(not forms, fields etc.)>>look at the right & scroll down to 'communication & collaborations'>>checkmark 'notes' if not done yet>>at the top click publish

after you have done this:

Step 2: go to settings>>customization>>customize the system>>click 'entity' and expand>>scroll down to project>> click project and expand>>click forms>>open form (main)>>click 'insert' tab on the top>>insert notes>> save and then publish form>>this allows you attachments >>this step 2 is explained by meenoo as well

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