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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to upload file
Microsoft Dynamics CRM (Archived)

How to upload file

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Posted on by Tin 1,562

Hello Team,

I have to create a entity with name "FileInformation" with some attribute (fileid,filename,filedata).

Now,with the help of form i have to put uploade functionality  means

i have to fill all the entity information by the upload button.How an i do this .please suggest me.

Hope,this will clear will u all.

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I have the same question (0)
  • Marco Zwamborn Profile Picture
    Marco Zwamborn on at

    As I understand your question:

    You have created a new entity "FileInformation" with some fields, and now you want to use the data import feature of CRM to import data into CRM.

    You can use Excel to create a datasheet. Make sure you use column headings that will be the name of the fields you want to import. Then, you can use the data import function, and map the field into the new entity.

    Further link:

    msdn.microsoft.com/.../gg328321(v=crm.6).aspx

  • Tin Profile Picture
    Tin 1,562 on at

    Hello Marco,

    Thanks for reply,

    No,I don't want to import.I want a form through that i can upload my file,it can be PDF,Image,Document,text anything.

  • Community Member Profile Picture
    Community Member on at

    Hi Rahul,

          You can use OOTB notes feature for this. Using this feature you can add notes and any type of attachment to the entity OOTB.

    msdn.microsoft.com/.../gg334398.aspx

    msdn.microsoft.com/.../gg328429.aspx

    -Minal

  • Tin Profile Picture
    Tin 1,562 on at

    Hello Minal,

    Thanks for reply.

    I have read the code,its fine.

    but i dont konw how i can use it.

    I am new here.Please let me know the steps to use this code on  MSD 2015.

  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi Rahul,

    You can create an html web resource and use js code to upload document to annotation entity (you can have button to upload document, make sure you enable notes for your custom entity.

    Check this sample: www.mytechlogy.com/.../how-to-use-custom-file-upload-to-attach-files-in-crm-notes

    Thanks

  • Tin Profile Picture
    Tin 1,562 on at

    Hi HIMBAP,

    your response is find i understand it.

    But,as per my requirement,i want to upload document from a Form.

    I have to create a entity with name "FileInformation" with some attribute (fileid,filename,filedata).

    Now,with the help of form i have to put uploade functionality  means

    i have to fill all the entity information by the upload button.How an i do this .please suggest me.

    I don't want to this functionality under notes and anything else

  • Tin Profile Picture
    Tin 1,562 on at

    Please reply.I am stuck in a situation.

  • Suggested answer
    Hamzeh Zawahreh Profile Picture
    Hamzeh Zawahreh 3,674 on at

    dear Rahul Tomar

    You can use the document management capabilities of SharePoint from within Microsoft Dynamics CRM. You can store and manage documents in the context of a Microsoft Dynamics CRM record on a server that is running SharePoint and leverage the SharePoint infrastructure to share, manage and collaborate efficiently.

    see these links on how to integrate MS CRM with MS sharepoint:

    http://www.c-sharpcorner.com/UploadFile/d2ee01/how-to-integrate-ms-dynamics-crm-2015-with-ms-sharepoint-201/

    https://msdn.microsoft.com/en-us/library/gg334768.aspx

    download crm list component:

    http://www.microsoft.com/en-us/download/details.aspx?id=45018

  • Tin Profile Picture
    Tin 1,562 on at

    Hello Hamzeh,

    Thanks for reply.But my requirement is different.

    I want to create a custom entity,that will hold all data of file.

    I am looking same functionality we found in Notes on a form.

    please suggest me.

  • Suggested answer
    Hamzeh Zawahreh Profile Picture
    Hamzeh Zawahreh 3,674 on at

    hi Rahul Tomar

    you can use this to add button called upload to your custom entity but still using notes functionality, but it may meet your requirement:

    http://www.mytechlogy.com/IT-blogs/6731/how-to-use-custom-file-upload-to-attach-files-in-crm-notes/#.VXrywUanE64

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