Attachment - Custom Field

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Posted on by Community Member

Hi All -

I know you can attach documents within the Notes section of the Social Pane, however was wondering if there was a way that a custom field can be created for attachments?

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ScottDurow 21 on at

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There is no out of the box way of doing this- you would need to create a custom web resource to do this.

Hope this helps

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Community Member on at

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To expand on my question:

Or, if there is a way within the Social Pane I could add a 4th section for just Documents. The reason this request is coming up is you have to scroll through all the notes to get to the documents whereas if there was on central repository for all documents related to a deal.

Does that make sense?

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Mahadeo Matre 17,021 on at

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There is not any oob functionality to show only documents attached within notes.

Also you cannot modify social pane.

But If you create HTML web resource, in which pull all notes and its attachments and show in grid / with hyperlink, and when user clicks on it open / download attachment.

To do this you need to use lot of JavaScript and need to call CRM web service.

Here are some examples for getting attachment using JavaScript

woodsworkblog.wordpress.com/.../exporting-annotation-note-attachment

mscrmblogger.com/.../imagebrowser-webresource

Hope this will help..

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Mamatha Swamy 5,426 on at

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Here is another relatively simple workaround

Create a report that Runs on the current record and shows only the Notes with attachments. The user will still be able to click and open the notes/attachments from the report.

You could either view this report from 'Run Report' option on the Opportunity(deal) OR Add a Command bar button called 'View Attachments' (or something else) that displays the report

Hope it helps!

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Mithilesh Kumar 10,047 on at

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Hi JSalazar,

There is no OOB Attachment Field available in Dynamics CRM. You can only use ways to attach Documents

1. Using the Notes

2. Using SharePoint

If you want to implement something not as above, you can do that using a Custom Web Resource (HTML) and using Java Script.

Hope that clarifies

Thanks

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mscrmba on at

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As Mithilesh suggests - have you considered a basic SharePoint integration? Documents will display just as you want them to in CRM, and they will be stored more efficiently (than if embedded in CRM).

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