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.


at
Labels:

3 comments:

  1. Venkatesh Ekkaluri28 July 2017 at 13:22

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

    ReplyDelete
  2. Unknown3 August 2017 at 15:25

    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. Santosh Bhagat8 August 2017 at 17:08

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

      Delete

Subscribe to: Post Comments (Atom)

Field Security Profile - Based on Owner

 Recently received requirement related to Field security profile. Expectation : - 1.       Set to users need access of secure attributes. 2....

Test

  • Dynamics CRM : Export Security Role
    In CRM as a developer sometime we need to see permission given to Security role. Dynamics CRM/365 we need to open security role to chec...
  • Dynamics CRM: Manage Solutions
    People says, “Necessity is the mother of invention ”. But I think “Laziness also initiator of invention”.   😊 In CRM as a develope...
  • Xrmtoolbox Personal-view
    In CRM as a developer we always want to managed Personal Views created by users. But in Dyanmics CRM/365 their is no provision to see ot...