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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / View attached excel, v...
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Suggested answer

View attached excel, visio or word files within the CRM page

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Posted on by Be Elshayep 86

Is there anyway to view the attached files such as visio or

excel or word files in the crm page or in new html webpage in iframe tag?

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: View attached excel, visio or word files within the CRM page

    Hi Be Elshayep,

    Do you want to view attached files in bulk?
    You can view them by visiting the Bookable Resource Booking Quick Note form.
    Or enable SharePoint integration for woodford projects:

       

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