This article outlines how to use the free MSCRM-ADDONS feature which allows you to add notes & attachments via drag & drop to Microsoft Dynamics 365 (CRM).
Requirements: ActivityToolsPluginExtension Solution (learn more about the solution and how to install it here)
YOUR HUGE ADVANTAGE: Save time by editing & adding attachments & notes quick and easy to Microsoft Dynamics 365 (CRM)
As soon as the ActivityToolsPluginExtension solution is installed, you can already benefit from our marvellous feature.
From now on, you can rely on the following functionalities, which guarantee a smooth Microsoft Dynamics 365 (CRM) user experience:
– Native drag & drop functionality for attachments
– Simplified access to attachments via links
– Bulk delete of notes and attachments is possible
– Simply click on file name in order to download it
How to add attachments and notes quick and easy
There are two ways to add notes and attachments:
– via drag and drop from a fileshare
– with a click on the [Files]-button ❶
The feature provides you with the following information regarding attachments ❷:
– the filename
– the size
If you want to edit more than one attachment at a time, simply check the box next to the attachment(s) ❷.
In case you must delete an attachment, simply check the box and click on the [Garbage bin]-button ❸.
Once you have saved an attachment, you will notice that it has been saved as a note.
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to email@example.com!