web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Send documents from CR...
Microsoft Dynamics CRM (Archived)

Send documents from CRM to an external url

(0) ShareShare
ReportReport
Posted on by Sean Kelly 1994 65

Hi guys

So, i have created a custom entity in crm and have used some jquery to post the data to an external url , it is working great. The next step is to see if it is possible to send an actual document, in a very similiar way to how you can create an email and attach documents within crm, does anyone have any ideas or experience regarding this?

thanks so much!

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at

    You have to create an API that store document in database or any physical location.

    Use that API in you CRM code.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans