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Service | Customer Service, Contact Center, Fie...
Unanswered

Display attachments regarding to Case ?

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Posted on by
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
I have the same question (0)
  • RudyZhang Profile Picture
    Microsoft Employee on at
    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
  • Zap Objects Profile Picture
    924 on at
    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!
     

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