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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Attaching different fi...
Microsoft Dynamics CRM (Archived)

Attaching different file types in the mobile client

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Posted on by Dean G

When using the mobile client (on Android), if you attempt to add an attachement within the notes section on a case, you are only given the option to add files from the Gallery or Photo's (image files).

If I want to attach a .pdf document stored on my device, how do I do this?  Is the restriction coming from CRM or the device OS?

I've checked the CRM Environment System Settings and the file type is not blocked.

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  • Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Attaching different file types in the mobile client

    Yes the new version always open the Gallery not the Folder Or files. So only able to attach the image and video files. I have tried to rename the document as png and tried to attached but it says unsupported format. So currently not able to attach docs.Seems they will fix this limitation in upcoming release.

    Hope this helps. Pls mark it as Answered/Verified to close the thread if suggestion resolved your query

  • Dean G Profile Picture
    Dean G on at
    RE: Attaching different file types in the mobile client

    Thanks for your reply.  

    I found the following article which references enhancements in 365, but again this only references Photo, Video, or Audio files.  There is no reference to adding documents.

    community.dynamics.com/.../feature-enhancements-to-notes-in-dynamics-365-for-phones-and-tablets

    It would be good to understand if this is a limitation from the device OS preventing you from attaching files other than photos, or if the limitation is set by the CRM Mobile client.

  • Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Attaching different file types in the mobile client

    Dean,

    it seems to be an issue with the app because the same problem with both android & iphone as well.

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