Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Sharing of PDF files within D365

(0) ShareShare
ReportReport
Posted on by 10

Hi all, 

I would like to ask if there is any ways I can upload and share my training PDF or training MP4 video to D365, with that, users can login and access the training materials by themselvels.

Uploading files to sharepoint with public access right and creating a subarea to point to maybe a possible way but we don't want our materials to be accessed by outsiders.

Thanks for help.

  • LuHao Profile Picture
    LuHao 40,876 on at
    RE: Sharing of PDF files within D365

    Hi partner,

    If you don't want to upload these files in sharepoint, then I would recommend you to create a custom entity in D365 and upload these files as attachments to the note of the entity records.

    Check its 'Note (includes attachments)'.

    pastedimage1579079965768v1.png

    You could create fields in the new entity to describe the training material.

    Add this entity to the sitemap.

    Create new records for this entity, each record representing single or a series of training materials. Once created, click on the ‘Add an attachment’ symbol of Timeline.

    pastedimage1579081102120v2.png

    pastedimage1579080564416v3.png

    pastedimage1579080579794v4.png

    The file is uploaded successfully.

    You can also set users to only have read access to this entity so that users cannot create and edit them.

    pastedimage1579081229489v1.png

    Finally, you need to pay attention to the files storage of your D365 organization.

    https://admin.powerplatform.microsoft.com/analytics/capacity

    pastedimage1579080966908v5.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,287 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans