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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Portal - Load Files - ...
Microsoft Dynamics CRM (Archived)

Portal - Load Files - Upload Files

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Posted on by FallingThroughTheCr... 452

I am looking at some of the Portal capabilities that come with Dynamics 365.

What I am wondering, is there a way to configure them or any addons where we can load files for our clients, or our clients can upload files for us on the portal.

Specifically I am looking at the PSA portal, but assuming the ability would be there or not for all portals.

Thanks in advance.

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  • Suggested answer
    oliver.rodrigues Profile Picture
    oliver.rodrigues 4,052 on at

    you can enable the file attachment into an Entity Form in D365 Portals: docs.microsoft.com/.../configure-notes

    it will be represented as a note in CRM

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    In addition to that now you can use SharePoint integration from Portal as well to upload your files check this for more details: docs.microsoft.com/.../manage-sharepoint-documents

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at

    Hi,

    Alternatively, you may use assure storage options docs.microsoft.com/.../enable-azure-storage

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