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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Upload file to Virtual...

Customer experience | Sales, Customer Insights,...

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Upload file to Virtual PC on Azure

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Posted on by Sajtrs

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Hello everyone,

Is there any way to upload files to a virtual machine in Azure in Dynamics 365 CRM? We use the online version.

The idea is for our employees to upload a file in a specific record and it is then uploaded to the local server.

Thanks a lot for the advice!

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PerezAguiar Microsoft Employee on at

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Hey!

Out of the box, is not possible. Files added to attachments are automatically added to the Dynamics 365 CRM Storage. I've seen some plugins on appsource.microsoft.com that store in different components (oneDrive, SharePoint, AzureBlobStorage). Other possible workarounds would be:

- Build your own plugin that upon detection of file, moves it to the specific VM.

- Use Azure Logic Apps / powerAutomate to retrieve the file, move it to the desired location and then update the record on Dynamics with the file pointer.

Regards

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