Category: CRM Portal
Attach files to Notes record of Microsoft Dynamics 365 CRM/CE from the D365 CRM Custom Portal
Inkey, September 30, 201923894 Views
From the D365 CRM portal, it is now very easy to attach files to the Notes record of an entity. In the Additional Settings area of the Entity form, there is a section named “Add Attach File”. You just need to select the checkbox for “Attach File”. Doing this will add a File Control on […]
Read moreSend the CRM portal invitation code to multiple contacts from Dynamics 365 Customer Engagement / CRM
Inkey, April 4, 20196347 Views
There are generally two ways how one can register to the CRM Portal. The first way is by clicking on the Sign in -> Register from the top right corner of the CRM Portal landing page. Once registered, contact will be created in the Dynamics 365 CE. This process is to be followed when an external […]
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