Is it possible to upload a file to Opportunities using web API

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Posted on by BrianM2

I can't seem to figure out if it's possible to upload a file to an opportunity using the Dynamics web API, or must this be done using SharePoints API?

I have tried using the SharePoint API. But as my company uses Multi-Factor Authentication it fails during login.

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JeffGreenrc on at

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RE: Is it possible to upload a file to Opportunities using web API

Please share how to achieve this. We have similar requirement to upload file to Sharepoint through web api of sharepoint or dynamics crm.
BrianM2 10 on at

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RE: Is it possible to upload a file to Opportunities using web API

Hi,

It's Under Opportunities->Files->All SharePoint Documents

When I upload a document manually on Dynamics. It uploads the file to SharePoint. Is there a way to upload the file to SharePoint using the

Dynamics CRM API which has already been authenticated?
a33ik 84,325 Most Valuable Professional on at

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RE: Is it possible to upload a file to Opportunities using web API

Hello,

Your question is way too vague. There are at least 3 possibilities I can think of where you can upload the file:

1. "File" field on the form.

2. "Notes" related entity.

3. Sharepoint library attached to the opportunity.