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Dynamics 365 Customer Service

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May 20, 2023

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  • The new attachment control allows users to upload, download, delete, and view attachments added to a table through notes, emails, or directly for the Case Table.
  • The attachments are displayed in the Attachments control, including those added directly and those from notes/emails.
  • The control allows for searching and changing the view.
  • The delete option is only available for files directly uploaded, not for attachments from notes/emails.
  • For the Case table, the table column property is mapped to the Pre Create Entity Attachments Id field, enabling attachments to be uploaded before saving or creating the case record.
  • The attachment control can be added to other tables, such as the Contact form.
  • For tables other than Case, the attachment control can only be used to view attachments, not upload them.
  • More details can be found in the article provided.Summary: The article discusses the new attachment control in Microsoft business applications, specifically focusing on its functionality for the Case table. Users can upload, download, delete, and view attachments through the control, whether they are added through notes, emails, or directly. The control allows for searching, changing the view, and mapping the attachments to specific table column properties. However, it should be noted that the delete option is only available for attachments directly uploaded, not those from notes or emails. Additionally, the attachment control can be added to other tables, although it can only be used to view attachments for tables other than Case.

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