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Unable to find or see file attachments from the portal

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Posted on by Community Member Microsoft Employee

I created a custom entity to display on the portal. I would like to allow portal users to upload files and view the files. I am able to upload and see the files in the CRM but not in the portal. The portal shows the upload file option, but I am not able to find the files uploaded form the Portal in the CRM or view files I upload from the CRM on the portal. Where do I find files in the CRM that are uploaded in the Portal? What am I doing wrong to show the files uploaded (notes section) in the portal?

I followed this link:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/configure-notes#notes-configuration-for-entity-forms

My Settings:

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Community Member Microsoft Employee on at

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RE: Unable to find or see file attachments from the portal

Unfortunately I have not. If you find out what is wrong please post your solution here.
Jil L Tan on at

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RE: Unable to find or see file attachments from the portal

Same issue here. Did you manage to work it out?

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