Webresource for Upload document from upload to notes in dynamics crm

(0) Share

Report

Posted on by DineshRaja

Hi Guys,

I have a form i want to upload document using upload button, while save the record the document want to save with corresponding record in dynamics crm. how am i do that i want websource for upload document please help.

Thank You

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

Amit007 147 on at

Like (0)

Report
Copy link

Link copied!

Hi Dinesh,

Please check this link ..hope this will help you.
scaleablesolutions.com/upload-notes-attachments-using-javascript-and-rest

Please mark this answer as verified if it helps.

Thanks

Was this reply helpful? Yes No
Dynamics Objects 365 550 on at

Like (0)

Report
Copy link

Link copied!

Why don't you use notes section?

Was this reply helpful? Yes No
Suggested answer

Kokulan 18,054 on at

Like (0)

Report
Copy link

Link copied!

Hi Dinesh

I would recommend you stick to the out of the box notes feature as it will still work when you upgrade or update your CRM.

If your are creating Custom Web Resource, you will have to handle different file types and stuff like that.

It's about training the users to use the notes section really.

And if this upload feature is going to allow users to upload lots of large documents you might also want to consider integrating CRM with Sharepont instead of using notes feature.

Was this reply helpful? Yes No