Document attachment in Portal

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Posted on by Community Member Microsoft Employee

I am currently evaluating the possibilities to use the new Portal add-on to Dynamics CRM to create a simple event management solution. In my scenario i need to attach documents to an event for the customer to download through the portal.

Does anyone know if it is possible to attach a document to the record in CRM to let the customer download that attachment from the portal?

The customer should not be able to attach documents them selves within the portal. Just download whatever was attached to the record.

Thanks

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Summer Garg 585 on at

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RE: Document attachment in Portal

Hi Jacob Filtenborg,

Want to work with Notes, upload/ Download/ Edit/ Delete the document from Portal ;

crmhub.blogspot.com/.../upload-document-working-with-notes-upload-download-Edit-Delete-document-from-D365-portal.html
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Dmytro Rutkovskyi 1,835 on at

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RE: Document attachment in Portal

It's composition of right configuration(including entity permission and form properties). Briefly you can see all the process at the community.adxstudio.com/.../notes-configuration-for-entity-forms

If you do everything right - you shouldn't face any problems.
Community Member Microsoft Employee on at

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RE: Document attachment in Portal

Hi,

same i am facing problem, are you find any solution...?? i want to see the notes in portals
Community Member Microsoft Employee on at

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RE: Document attachment in Portal

Hi

I have tried all these but still the attachment is not showing up on the portal.I can see the attachment in CRM but not on the portal
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Hemant Kumar Sahu 1,825 on at

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RE: Document attachment in Portal

Just add Notes (timeline) in your form in CRM and the same thing will render in Portal and user will be able to download the file.

Notes will show the related records present in CRM .

Thanks
dharrison on at

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RE: Document attachment in Portal

Is there any way to display Note attachments on the Portal without having to include *WEB* in the body?
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chauhanhardik 685 on at

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RE: Document attachment in Portal

Hi

I found the solution, we need to create a note in CRM with the description containing *WEB*, that note can be viewed in the portal.

As shown in below screenshot.

If you are still not able to see notes in portal, check below mentioned points:

1. Entity Permission

2. Entity Form Metadata

3. Web Roles assigned to user.

Thanks,

Hardik Chauhan
chauhanhardik 685 on at

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RE: Document attachment in Portal

Hi,

I'm facing the same issue in which i can see attached files in notes section in lead but not able to see in customer portal.

I've configured all the things Entity forms, Entity Permissions.

Let me know if i'm missing any necessary steps.

Can you please do the needful?

Thanks,

Hardik Chauhan
Ashish Moradiya 515 on at

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RE: Document attachment in Portal

Hello James,

I tried the way you suggested, but I am not able to show files on portal under note sections. Could you see here in details : community.dynamics.com/.../251266

Could you tell me what I am missing?

Regards,

Ashish
Nandhini 115 on at

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RE: Document attachment in Portal

Hello James,

I want to Show files from Azure Blob in Dynamics 365 Portal. I have used Annotations.html Web resource in CRM Form but when I render the Entity Form which used this CRM form in portal, I'm getting the message page not found in the web resource place holder of the form.

Please let me know how to configure in Entity Form/WebForm to show files from Azure Blob.

Thanks & Regards,

Nandhini