Is it possible to upload attachments/files in the activity mobile forms (tasks, appointments etc) in Dynamics CRM?
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Is this Field service Resco app or Canvas app or custom built page? Probably you have to add/edit this app to include the Notes section somehow. Check with someone is your team– Arun Vinoth_PrecogTechnologiesCommented May 13, 2020 at 16:39
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It's the out of box form.– PliskinCommented May 14, 2020 at 18:36
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Did you see my form? Do you know what CRM version you have..?– Arun Vinoth_PrecogTechnologiesCommented May 14, 2020 at 18:49
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1Gotcha, I think you’re in old version - ledgeviewpartners.com/blog/… which is retired and latest version is better.– Arun Vinoth_PrecogTechnologiesCommented May 15, 2020 at 1:58
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I’ll update the answer. Upvote/accept to close this thread. Thanks.– Arun Vinoth_PrecogTechnologiesCommented May 16, 2020 at 16:15
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1 Answer
Update:
The app in question is old version of Dynamics 365 for mobile app, which is retired now and modern UCI mobile app has better functionality.
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You have to first create the activity record (task/appointment) before attaching files in Notes or attachment section, since they are child records and can be associated to parent activity record once the parent is created.
In other words, quick create or OOB create forms cannot furnish your requirement.
Alternately, you have to develop a custom HTML form where you can collect all the information and files, and then creating CRM records (both parent and child) on your own using CRM web api deep insert at one shot.
This is how UCI mobile App Notes section will look like:
answered May 8, 2020 at 19:24
Arun Vinoth_PrecogTechnologiesArun Vinoth_PrecogTechnologies
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In mobile forms, after I create the activity and the note, I do not see where I can attach a file.– PliskinCommented May 9, 2020 at 22:38
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@Pliskin, pls check this thread for clarity - community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/… Commented May 10, 2020 at 1:45
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Thank you, Arun, but I am looking for a way to attach files to activity/notes in MOBILE forms and I do not think it is possible. Thank you.– PliskinCommented May 11, 2020 at 12:33
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@Pliskin I know, I want you to understand that once Activity parent is created - then you can create the Child Note (annotation) including a file attachment. If you’re looking for subgrid in quick create form, that’s not possible. In Mobile form if it’s full entity form then possible. Adding screenshot will be helpful in your question Commented May 11, 2020 at 12:35
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Thank you, Arun. What I am trying to explain is that in mobile when I create the Activity parent, and then create the annotation, there is no option to include a file attachment.– PliskinCommented May 12, 2020 at 13:05