Download all attachments of notes on a case record at once for dynamics crm 2015

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Posted on by atm9749

I have a requirement where it is required to download all attachments of Notes on a given case record at once in a single click rather than downloading them one by one. There is no OOB functionality that would help fulfill this. Any leads/ guidance is highly appreciated. I am on Dynamics CRM 2015 (On-Prem).

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atm9749 15 on at

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I have a requirement where it is required to download all attachments of Notes on a given case record at once in a single click rather than downloading them one by one. There is no OOB functionality that would help fulfill this. Any leads/ guidance is highly appreciated. I am on Dynamics CRM 2015 (On-Prem).

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a33ik 84,331 Most Valuable Professional on at

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Hello,

As you mentioned OOB functionality is not available so the only answer is development of own custom feature.

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Thijs van der Klei 780 on at

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Hi there,

I have done this job using XrmToolbox.

www.xrmtoolbox.com/.../

Kind regards,

Thijs van der Klei

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Marco.P 2,405 on at

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Hi @atm9749,

as per your requirement, that's what i would do:

Create a new button using Ribbon WorkBench and adding it to case form

https://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench

On command add a js function that retrieves record from annotation entity related to the case record and download the parsed results.

https://alexanderdevelopment.net/post/2016/09/29/downloading-dynamics-crm-attachments-with-javascript/

You can refer to the above link, which shows some code snippets to do the Javascript functions (written for CRM 2015!) you need.

Now you should have all you need to fulfill your requirements!

Hope it helps,

Marco

If you found the answer helpful for you or other readers, please mark as Verified.

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atm9749 15 on at

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Thanks a ton Marco, works like a charm. The code is actually for a single file download but by using for loop i am able to download more than one file.

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Steve Yao Microsoft Employee on at

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Thank you Marco.

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Inogic 748 on at

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One of our Dynamics 365 CRM productivity app – Attach2Dynamics – will fulfill your requirement quite easily. Attach2Dynamics provides integration of cloud storage within Dynamics 365 CRM. You can upload/download multiple files and folders to/from SharePoint, Dropbox and Azure Blob Storage. Further, you can drag and drop multiple files and folders to cloud storage of choice from within Dynamics 365 CRM.

To know more about this app, please visit our website. You can also mail us at crm@inogic.com for personal demo and queries.

Thanks!

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