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 / Dynamics 365 general forum / Dynamics Portals Displ...
Dynamics 365 general forum

Dynamics Portals Display Note Attachments

(0) ShareShare
ReportReport
Posted on by opticshrew 145

Hi all,

I have a  custom entity named "Documents" that has notes enabled. These notes can hold attachments which are stored in Azure Storage. Any attachments that reside in the CRM instance are displayed on the portal whereas attachments that reside in Azure Storage do not.

I have looked at the following so far:

  • Enable entity permissions for annotations
  • Configure the webform metadata to look at Notes and Azure Storage
  • Added adx_annotations web resource

Unfortunately to no avail. Any assistance would be greatly appreciated.

Thanks,

J

Categories:
Customization / Solutions / SDK and API
I have the same question (0)
  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi J,

    Have you followed the steps mentioned below to enable Azure Storage?

    docs.microsoft.com/.../enable-azure-storage

    If yes, ensure that on the notes control metadata, you select the location as Azure instead on notes.

    Hope this helps.

  • opticshrew Profile Picture
    opticshrew 145 on at

    Hi Ravi,

    I have followed the steps in that article.

    I raised a case with Microsoft who indicated that although documents can be displayed in a portal these must reside in D365. Portals cannot display attachments that reside in Azure Storage.

    Thanks,

    J

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    This is not true..that documentation talks about storing and displaying documents from Azure Storage. Share the document/article with MS Support and let them know that you are following the official documentation.

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Dynamics 365 general

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans