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How do I add multiple attachment to a form to apload to a record in Microsoft Dynamics 365?

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Posted on by Yemi

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How do I add multiple attachments to a form to upload to a record in Microsoft Dynamics 365?

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Yogesh Mulay 54 on at

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How do I add multiple attachment to a form to apload to a record in Microsoft Dynamics 365?

1. Utilize the Attachment Control

The simplest way to enable multiple file uploads on a form is to add the "Attachment Control" component.

This component allows users to directly attach files while filling out the form.

Add the Control: Open the form editor in Dynamics 365, locate the desired section, and add the "Attachment Control" component.
Configuration: Configure the control's properties, such as the allowed file types and maximum file size.

2. Leverage Notes and the Timeline Control

Another approach involves utilizing notes and the timeline control on the form.

Enable Attachments in Notes: In the form editor, enable the "Attach File" option within the notes section. This allows users to add attachments to individual notes.
Timeline Control: The timeline control on the form also supports attachments. You can enable the "Allow Multiple Files" option in the timeline configuration to allow users to attach multiple files to a single timeline post.

Please mark my answer verified if this is helpful!
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Muhammad.Affan 4,461 Moderator on at

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How do I add multiple attachment to a form to apload to a record in Microsoft Dynamics 365?

Hi There,

If you want to keep things very simple you can use timeline section and create notes and attach documents.

If not, you can also opt for SharePoint integration (if you need support on this don't hesitate to reply back)

Finally, once your issue is resolved and my suggested answer has helped, please do not forget to click Yes under "Did this answer your question?" to close this thread.

Thanks
Affan
Follow my channel related to Dynamics 365: https://www.youtube.com/@AffansDynamicsJourney

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