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Can we add more than one attachment at a time in sharepoint document from CRM Document grid?

Posted on by 71

Hi All,

I have a requirement where i need to add multiple files at one go in CRM documents tab.

Can we add more than one attachment at a time in sharepoint document from CRM Document grid?

Thanks,

Harshitha

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Can we add more than one attachment at a time in sharepoint document from CRM Document grid?

    Hello,

    For detailed reference: https://www.youtube.com/watch?v=r3UC3TMXhlI

    https://www.youtube.com/watch?v=UYK7yruBHDM

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

  • Nya Profile Picture
    Nya 29,054 on at
    RE: Can we add more than one attachment at a time in sharepoint document from CRM Document grid?

    Hi Harshitha,

    Then the solution mentioned in my first answer may help.

  • Harshitha K Profile Picture
    Harshitha K 71 on at
    RE: Can we add more than one attachment at a time in sharepoint document from CRM Document grid?

    Hi Lorne, Nya,

    Yes i am trying to upload document from CRM document grid[using upload file button] not from sharepoint.

    Thanks,

    Harshitha

  • AriaConsulting Profile Picture
    AriaConsulting 2,651 on at
    RE: Can we add more than one attachment at a time in sharepoint document from CRM Document grid?

    Nya,

    I can't say for sure since the original post isn't mine, but it sounded like the OP was looking to "add more than one attachment at a time in sharepoint document".  Hence why I demo'ed the SharePoint aspect.

  • Suggested answer
    Nya Profile Picture
    Nya 29,054 on at
    RE: Can we add more than one attachment at a time in sharepoint document from CRM Document grid?

    Hi Lorne Rogers,

    In the recording of your operation, it is already jumping to SharePoint for uploading, which allows multiple file uploads.

    However, the original issue needs to be uploaded from the CRM Document grid.

  • AriaConsulting Profile Picture
    AriaConsulting 2,651 on at
    RE: Can we add more than one attachment at a time in sharepoint document from CRM Document grid?

    Nya,

    I'm confused.  I have my SPO connected to my D365 CE instance and I'm able to associate multiple docs to a record without having to do any code whatsoever.

    You can see a video here where I uploaded 4 files to the associated folder in SPO and one click attached them to the record in D365:

    www.screencast.com/.../d1uuYSh3xnx

  • Suggested answer
    Nya Profile Picture
    Nya 29,054 on at
    RE: Can we add more than one attachment at a time in sharepoint document from CRM Document grid?

    Hi Harshitha,

    Please refer to the steps in the following documentation to achieve your request:

    Upload Multiple Files in Dynamics 365 CE | Kishore's MS Dynamics CRM Blog (wordpress.com)

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