如何允许在Microsoft Dynamics CRM表单中上传文件？ [英] How to allow file upload in Microsoft Dynamics CRM forms?

问题描述

根据项目服务：

项目模板：

可以自定义表格在

似乎，我们也可以添加一个新字段：

到表单：

我看到表单中没有文件字段：

是否可以通过Microsoft Dynamics CRM表单上传文件？

也许通过编程方式？

解决方案

如果您在实体上启用了注释，您可以通过表单上的注释组件上载文件。

要启用它，请转到实体定制并选中注释框，然后将注释添加到您的实体形成。
现在，您可以通过新添加的Notes组件在记录上添加新注释，从而在实体表单上上传文件。

图片指南： http://imgur.com/a/Kb7Xi

另一种选择是使用SharePoint之类的东西来托管文件，并使用标准CRM / SharePoint集成在CRM中访问它们。这样一来，您就不会用完所有昂贵的CRM存储文件。

Under Project service:

And under project template:

There is a possibility of customizing forms in Microsoft Dynamics CRM, through Customize entity:

Also, seems like we can add a new field as well:

to forms:

I see that there is no file field in the forms:

Is there a way to allow file upload in Microsoft Dynamics CRM forms?

Maybe programmatically?

解决方案

If you have Notes enabled on the entity, you can upload files via the notes component on the form.

To enable it, go to the entity customization and check the Notes box, and then add notes to your entity form. Now you can upload files on the entity form by adding a new note on the record, through the newly added Notes component.

Picture guide: http://imgur.com/a/Kb7Xi

An alternative is using something like SharePoint instead to host your files, and using the standard CRM/SharePoint integration to access them in CRM. That way you won't use up all your expensive CRM storage with files.

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