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Attach files to Notes record of Microsoft Dynamics 365 CRM from the D365 CRM Custom Portal

Attachments in Dynamics CRM are best suited to conveniently store small, infrequently accessed documents that provide additional context and detail to a record in CRM. In Dynamics 365 Portal It is possible to attach files. In this blog we will see how we can add an Attach File option to the entity form so that user can attach file while submitting a form

In the Additional Settings area of the Entity form, there is a section of “Add Attach File”.

You just need to select the option for "Attach File". Doing this will add a attachment Control on the web page of the current Entity Form.

Select the "Notes" option from the "Attach File Save Option" and "Note Attachment" option from the "Attach File Storage Location". 

This will store the file as an attachment to the Notes of the Entity for which the Entity form is configured.


You can allow user to upload multiple files by selecting the "Allow Multiple Files" option.

You can also make attaching a file as mandatory by selecting the option "Attach File Required" and can also set the required error message which is to be shown when a user clicks on Submit button without uploading a file.

Conclusion: This way we can allow user to attach a file to the form and submit it to the CRM

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Posted: Mar 7, 2020,
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Author: Urish Arora
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Nice blog. Very helpful to get all references to white papers at one place.

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