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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Attachments in MS CRM ...
Microsoft Dynamics CRM (Archived)

Attachments in MS CRM 2013 On- Premises!!

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Posted on by Kishor Kumar 3,710

Hi All!!

Good Morning!!

Hope you all doing good!

I have an doubt whether  we have any attachment options in any of the entities of  MS CRM 2013?? Other than notes in Social Pane, Or is it possible to add new fields to achieve the attachments functionality (like to add PowerPoint and Some Documents related things) ??

Happy!! CRM ing :) : )

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I have the same question (0)
  • ShaikhAtif Profile Picture
    ShaikhAtif 201 on at
    RE: Attachments in MS CRM 2013 On- Premises!!

    Problem is that Notes panel display in "All entities", while uploading attachments file then save it give error.

    URL : community.dynamics.com/.../465231

  • Suggested answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: Attachments in MS CRM 2013 On- Premises!!

    Hi Kishor,

    Stand alone CRM for the attachment is only using Note.

    Otherwise need to store as document using document management with CRM.

    However if you use CRM 2016, there is new functionality to store in onedrive

    Hope this helps,

    Thanks,.

  • Suggested answer
    Sayhaitokumar Profile Picture
    Sayhaitokumar 7,042 on at
    RE: Attachments in MS CRM 2013 On- Premises!!

    Hello Kishor,

    Up to my knowledge without using the notes section, there is no way to store docs inside the crm

  • Kishor Kumar Profile Picture
    Kishor Kumar 3,710 on at
    RE: Attachments in MS CRM 2013 On- Premises!!

    Hi Saravanakumar VE,

    Thanks for your reply!!

    I would like to know whether we can achieve using MS CRM alone??

  • Suggested answer
    Sayhaitokumar Profile Picture
    Sayhaitokumar 7,042 on at
    RE: Attachments in MS CRM 2013 On- Premises!!

    Hello Kishor,

    Yes you do it, by integrating SharePoint with MS CRM

    Using SharePoint you can manage the document

    Follow the below blog for integrating SharePoint with CRM

    community.aiim.org/.../integrating-microsoft-dynamics-crm-with-sharepoint

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