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Microsoft Dynamics CRM (Archived)

Storing Files on Dynamics 365 Portal

Posted on by 70

Hi,

I am trying to find a way of storing and then making files visible on a Portal. I basically am creating a self service portal which will have How to Guides and Videos on.

Thanks,

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  • Verified answer
    Ben Heapy Profile Picture
    Ben Heapy 70 on at
    RE: Storing Files on Dynamics 365 Portal

    In the end i spoke to Microsoft about this and found you can store files inside the Pages of the Portal and then use HTML to put a link to it on the page.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Storing Files on Dynamics 365 Portal

    Hi,

    You can use the out of box notes entity to display document. The other option is to keep using Notes entity but use Azure blob storage to actualy upload document. If you can wait for sometime then Microsoft is realesing out of boc integration of Portal with Sharepoint.

    Notes within CRM:

    docs.microsoft.com/.../configure-notes

    www.cloudfronts.com/configure-notes-on-entity-in-d365-portal

    Azure Blob:

    docs.microsoft.com/.../enable-azure-storage

    community.dynamics.com/.../azure-blob-storage-with-dynamics-portals

    SharePoint:

    docs.microsoft.com/.../sharepoint-integration

    community.dynamics.com/.../sharepoint-documents-are-back-in-dynamics-portals-october-2018-release

    Hope this helps.

  • Verified answer
    Irena Benja Profile Picture
    Irena Benja 412 on at
    RE: Storing Files on Dynamics 365 Portal

    Hi,

    I also had to do such a thing and I hosted the file on a public Sharepoint directory and then on the Portal created a link to the file that was needed in each case.

    Maybe this case work for you too,

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