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CRM 2011: Possible to Attach a File to a Custom Field? (Not in Notes or Activities) RRS feed

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    In CRM 2011, is it possible to create a custom field where I can attach a file? I do not want to attach the file in the Notes or Activities, I want to have a custom field for example called "Attach Drawing" where the user could attach a file and that file would always be in the same spot as opposed to attaching the file to the notes and having to scroll through notes to find the file.

    Is it possible to do this? And if so, how?

     

    Monday, May 16, 2011 6:29 PM

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    You can store files as web resources.  I have stored all kinds of different file types by changing the extension to .XML and storing them as xml file web resources.  Otherwise your options are more around the idea of integrated sharepoint document libraries or if you really wanted to you could store the binary info for a file in a string field that could be reconstituted by a .NET streamreader in a plugin or custom workflow assembly.

    Jamie Miley
    http://mileyja.blogspot.com
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    Monday, May 16, 2011 6:38 PM
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    You cannot create a custom "attachment" type of field, these are only system fields that come with certain entities (email, notes, etc).

     

    However, in CRM 2011 you have a much more powerful solution by leveraging the SharePoint integration to capture attachments. Any custom entity can be enabled for document management. For more information on SharePoint integration with CRM 2011 check this link:

    http://msdn.microsoft.com/en-us/library/gg327818.aspx

    Monday, May 16, 2011 6:40 PM
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    You can store files as web resources.  I have stored all kinds of different file types by changing the extension to .XML and storing them as xml file web resources.  Otherwise your options are more around the idea of integrated sharepoint document libraries or if you really wanted to you could store the binary info for a file in a string field that could be reconstituted by a .NET streamreader in a plugin or custom workflow assembly.

    Jamie Miley
    http://mileyja.blogspot.com
    Linked-In Profile
    Follow Me on Twitter!
    Monday, May 16, 2011 6:38 PM
    Moderator
  • Question
    Sign in to vote
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    Sign in to vote

    You cannot create a custom "attachment" type of field, these are only system fields that come with certain entities (email, notes, etc).

     

    However, in CRM 2011 you have a much more powerful solution by leveraging the SharePoint integration to capture attachments. Any custom entity can be enabled for document management. For more information on SharePoint integration with CRM 2011 check this link:

    http://msdn.microsoft.com/en-us/library/gg327818.aspx

    Monday, May 16, 2011 6:40 PM
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    I like both of our answers :)
    Jamie Miley
    http://mileyja.blogspot.com
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    Follow Me on Twitter!
    Monday, May 16, 2011 6:51 PM
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    Hi Jamie,

    I have custom entity filed, which I update from configuration page(.html) through SOAP. On update my plugin should prepare a pdf file containing data which is updated and make it available on client side. What should be the optimal way? Can I attach that file to some entity filed, and then retrieve the file from client side using Organization Data Service?

    Please reply.

    vidhyut

    Friday, February 24, 2012 5:37 AM