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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
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
Hi Lorne, Nya,
Yes i am trying to upload document from CRM document grid[using upload file button] not from sharepoint.
Thanks,
Harshitha
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.
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.
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:
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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