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How to export files stored as attachments on notes in Dynamics 365

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Posted on by EmmaStringer

My client has uploaded quotes as a file attached to notes related to client accounts. Where do these get stored? In Azure somewhere? Or in SharePoint, or does that require special configuration. I now need to put these quotes into another system. I don't want to have to navigate to each client accounts related note, click on the file to download to my PC and then upload to the new system. How do I bulk export these documents, please?

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Ruth Aisabokhae on at

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RE: How to export files stored as attachments on notes in Dynamics 365

Hi Emma,

Did you try to get in-product support on this issue? If you are still needing assistance through the Dynamics Community, I suggest you compose a new forum post, including more details of the product(s) you are working with, specifics on problems you have encountered and perhaps a screenshot to explain where you need guidance.

~ Ruth

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EmmaStringer 5 on at

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RE: How to export files stored as attachments on notes in Dynamics 365

Hi Ruth,

Thanks for helping me get this answered by moving it to the right place. I haven’t received any answers yet and I need to know what my options are this week – please can you help me get this escalated? What is the best way to get support for Dynamics 365? Is there a team of support engineers in addition to the community, like with SugarCRM?

Thanks,

Emma

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Ruth Aisabokhae on at

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RE: How to export files stored as attachments on notes in Dynamics 365

Hi EmmaStringer,

Thank you for contacting us! I will move your question to the appropriate Dynamics 365 Community forum where it will be answered.

Thanks,

Ruth

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