Friday 28 July 2017

Dynamics 365 and Note upload(Drag & Drop)

In CRM as user always want feature to want add attachment via just drag and drop instead to following five click process.
But in Dyanmics CRM/365 there is no OOB feature



I have create a solution with the help of this web resource you are able to save attachment in notes using drag and drop feature.
  1. You can add this this webresource(sav_/WS/sample.html) in any CRM form.
  2. After adding this web resource user just drag and drop any attachment in this area.
  3. It will store droped document as attachment in note to that entity.
  4. After creation of notes notification will shown to user as alert.
  5. When user upload any image file it will show image as preview also.
Download and install solution in your Dynamics 365.


3 comments:

  1. Haven't tried this. But it's good idea.

    ReplyDelete
  2. Hey great solution :)

    I have a question is it possible to translate the webressource to german :) maybe i can get the sourcecode ?

    ReplyDelete
    Replies
    1. Get unmanaged solution to enhance
      https://github.com/santoshCRM/Drag-Drop/blob/master/DragandDrop_1_0_0_0.zip

      Delete

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