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Dynamics 365 general forum

how to add a folder or file to account

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Posted on by Community Member Microsoft Employee

Hello i am new to d365 and want to know if there an option to add exle\folder for account so I can put info that I need

For example we manage  a lot of equipment so I want to have option to do a list of equipment a company account have like: hp switch model/user/pass.   fortigate model/user/pass and and so forth

today we have a folder in a file server for every company we work with and ther we have exle file with info like what internet provider thay use what equipment they have and what is our admin in that company and more..

p.s
I want to know if there is a place that people share some custom build or features that can help me get better customization.
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Categories:
Applications and Add-ons
Other Functionality
Customization / Solutions / SDK and API
  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: how to add a folder or file to account

    Sorry, the suggestion was to customize the CRM and create new entity to store the information in CRM which you are currently storing in Excel file. If you want to display sharepoint file then you need to integrate sharepoint with crm as suggested above.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to add a folder or file to account

    Thank you for the answer.

    But i didn't see any help in the video for what i need.

    Also i try to search "associate records" and i find a lot of code and stuff.

    I dont have a knowledge for coding  is there any easy way to make this happen?

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: how to add a folder or file to account

    Hi,

    If these details are related to an Account? Why not create a new custom entity in your CRM, relate it to Account entity and then associate records with it.

    Check this video on customization: www.youtube.com/watch

    Hope this helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to add a folder or file to account

    thank you for the help.

    I did it but now i try to add a list Component for document to a dashboard but i get error and cant make it...

    Can you pliz help me customize  my dashboard so my users that use this dashboard can see all the docs and files

  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at
    RE: how to add a folder or file to account

    Assuming you have Dynamics 365 online you can just set up Sharepoint and add folder to every account see docs.microsoft.com/.../set-up-dynamics-365-online-to-use-sharepoint-online

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