Attachments to Notes in Dynamics 365 for phone and tablet app


Check the other articles of this series

In one of our recent projects we were analysing the Dynamics 365 for phone and tablet app, for one of the requirements where the user will be uploading the documents through phone or tablet app as an attachment to notes.

Below were some of our findings à

  • For mobile app à

We are limited to attaching images on both iOS and Android. (Windows Phone are no longer supported)

  • For the tablet app à

For iOS and Android, it is the same case where we are limited to attaching images.

iPad à

Samsung Tab S4 à

For windows tablet, here Surface Go for e.g., user can still access files in the local storage.

Earlier users had the same experience for the Android tablets.

https://crmtipoftheday.com/259/upload-files-from-dropbox-or-google-drive-to-crm/

Also, iPad allowed attaching files from the web storage like iCloud, OneDrive etc.

https://crmtipoftheday.com/925/tip-925-mobile-attachments-revisited/

which has changed with in the newer version.

Hope it helps..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

6 thoughts on “Attachments to Notes in Dynamics 365 for phone and tablet app”

Please share your thoughts

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.