Webresource for Upload document from upload to notes in dynamics crm

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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

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Kokulan 18,052 on at

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RE: Webresource for Upload document from upload to notes in dynamics crm

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.
Dynamics Objects 365 550 on at

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RE: Webresource for Upload document from upload to notes in dynamics crm

Why don't you use notes section?
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Amit007 147 on at

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RE: Webresource for Upload document from upload to notes in dynamics crm

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