In Microsoft Dynamics CRM Online 2011, users can attach files to records. For example, this function allows you to attach a PowerPoint presentation to an account, or an Excel spreadsheet to a contact. Whatever your needs are, attaching a file to a record is a simple process. This feature improved in version 2011 over version 4.0 in that you no longer have to open a record to attach a file to it. For the purposes of this walkthrough, we’ll open the record just to be explicit.
Note: this task requires permissions that are found in all default security roles.
1) Open the record to which you want to attach the file. For the purposes of this example, we are attaching a file to a sample contact (see below). To attach the file, open the Add tab of the ribbon, then, in the Include section, click Attach File.
2) The Manage Attachment dialog box will appear. Type the path and name of the file or click Browse to locate the file. Once you have located the file, click Attach.
3) To view the attached file, navigate to the Notes & Activities section of the form.
Note: The types of files that can be attached and the maximum file size are defined by your system administrator. If you are having trouble attaching a file, the file type or size may not comply with the standards set by your system administrator. If you are the system administrator, navigate to Settings > System > Administration and click System Settings. Set the file types to block in the General tab under Set blocked file extensions for attachments. Set the maximum file sizes in the E-mail tab under Set file size limit for attachments. (This applies to all attachments even though it’s under e-mail.)
For more Microsoft Dynamics CRM Online tips, check out our xRM.com CRM Online training. If you are an xRM.com CRM Online customer, you can sign up for our CRM Success Portal in order to gain access to video tutorials that will improve your CRM Online fluency. For more information, we invite you to discover the xRM process.