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I need to create a folder in CRM 4.0 to keep excel files in it which is downloaded from advance find. Is it possible? Thanks in Advance
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Refer this:
blogs.msdn.microsoft.com/.../creating-a-simple-file-share-in-microsoft-dynamics-crm-4-0
www.inogic.com/.../programmatically-create-folders-and-upload-files-in-sharepoint-server-2013-through-plug-inworkflow
Hi,
CRM is not meant for document management, so I CRM won't be a right choice for your requirement, you should look for using document management options like SharePoint.
You can't create folder in CRM, but you can create a custom entity where you can create records (so each record for your document) and can use notes to shore your document. Further you can create a custom ISV button to download attachment using javascript: alexanderdevelopment.net/.../downloading-dynamics-crm-attachments-with-javascript
Above reference is from CRM 2016, but you can try to implement this same in CRM 4.0
Hope it will help.
Hi Anand,
It is not possible in online CRM 4.0.
If you are on-premise you could try with plugin using retrieve multiple message from back end . There is no configuration OOB to do that except plugin. Make sure the folder should be create in the server instead of user machine using plugins.
Thank you all for your Ideas
Mahender,
can you please tell me about the path where I want to keep the attachment and moreover I need it as a excel file.
You can attach any document to notes, and you can get this document path from notes entity with the help of your main entity where you will host your notes control, please check the above link which I shared, it will help you.
In this case, I can simply attach the file in the notes and download whenever I want. why use code here?
My friend, I am suggesting code to have a ISV button on the view which can download record attachment without opening the record, if you down want to do you can open record and download it from there,
Yes, they are both the same version on the working and non-working machine.
unfortunately it is not possible to make a new folder in CRM to keep the files, for this purpose you can use some other platform.
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