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

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Posted on by Harshitha K

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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

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Nya 29,060 on at

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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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AriaConsulting 2 on at

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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

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Nya 29,060 on at

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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.

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AriaConsulting 2 on at

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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.

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Harshitha K 109 on at

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Hi Lorne, Nya,

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

Thanks,

Harshitha

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Nya 29,060 on at

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Hi Harshitha,

Then the solution mentioned in my first answer may help.

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CRMJetty 3,512 on at

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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

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