Display attachments regarding to Case ?

(0) Share

Report

Posted on by Community member

Hello,
I am relatively new to Dynamics.
I would like to display all attachments to the mails linked to the case on the case form.

That means I have the entity case, mails are attached to it and there are attachments to the mails.
I know how I can display the mails, but can I somehow go one relation further?

I have the same question about the contact in the case.
The contact is attached to a company and there are various data linked to the company that I would like to display.

I hope you understand what I mean.

Best regards
Uwe

All responses (2)

Answers (0)

Zap Objects 913 on at

Like (0)

Report

Display attachments regarding to Case ?

Hi Uwe,

You can use Zap Attachment Viewer to: View attachments in Case record from notes, related emails & portal comments.
Further you can easily edit the file names too.
If needed you can display the attachments in Case from Account (Case.Customer) too!

For more details, refer https://zapobjects.com/apps/zap-attachment-viewer/
RudyZhang Microsoft Employee on at

Like (0)

Report

Display attachments regarding to Case ?

Hi,

Based on the information you have provided and we have analyzed your requirements, you can use the Attachments control to display all attachments associated with a case on the case form. The control can display both attachments added directly as well as attachments displayed from notes/emails.

Please refer to the blog post in the link below for more details.
https://nishantrana.me/2023/05/08/new-attachment-control-dynamics-365/

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang