Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Entity Form Field for ...

Entity Form Field for document upload

(0) Share

Report

Posted on by Community Member

Hello,

I have created a new entity for medical records and have enable document management. How do I create a field on the form to enable users attach/upload a document to the medical record entity?

*This post is locked for comments

All responses (5)

Answers (2)

Suggested answer

necsa 3,455 on at

Like (0)

Report

RE: Entity Form Field for document upload

Hi davesconxy,

please check following link

community.dynamics.com/.../163115
Verified answer

Jason M. Cosman 5,234 Moderator on at

Like (0)

Report

RE: Entity Form Field for document upload

No problem; I hope I helped with this use Dave!
Verified answer

Community Member on at

Like (0)

Report

RE: Entity Form Field for document upload

Found it thanks.
Community Member on at

Like (0)

Report

RE: Entity Form Field for document upload

Hello Jason,

I deleted the note from the form during customization. I no longer see the note field within the filed explorer. how do I add a note section to the form?
Suggested answer

Jason M. Cosman 5,234 Moderator on at

Like (0)

Report

RE: Entity Form Field for document upload

Hello Davesconxy;

There are two locations for document storage. If you have sharepoint you would use your sharepoint library to update this way. The second if you don't you would attach a file to a related note. That's how the documents are stored on an entity inside of crm.

I hope this helps!