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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Sharing of PDF files w...
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Sharing of PDF files within D365

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Posted on by awe_dev 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.

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  • LuHao Profile Picture
    LuHao 40,892 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

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