Add an Attachment to a Dynamics CRM Entity

To add an attachment to an entity for Dynamics CRM, do the procedure in this topic.

Add Attachment Configuration Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Dynamics CRM Dynamics CRM icon tab.
      2. On the Dynamics CRM Dynamics CRM icon tab, drag the Add Attachment (Dynamics CRM) Add Attachment icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Add Attachment Configuration screen, click Add Attachment Add Attachment icon.

Procedure

  1. On the Add Attachment Configuration screen, in the Dynamics CRM field, select your Dynamics CRM access token.

    To create a new access token, click Add Token Add Token icon. For more information, refer to Access Token for Microsoft Dynamics CRM.

  2. In the Entity Name field, select your entity name.
  3. Complete these fields as necessary.
    Field Name Definition

    File Name

    Function:
    Specifies the name of the file to attach.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    File Path

    Function:
    Specifies the location of the attachment file.
    Accepted Values:
    An absolute path and file name on the AgilePoint Server or SharePoint Server.

    Note these:

    • The file size must be less than 5 MB.
    • Only one attachment is supported.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
    Example:
    • c:\My Documents\sample1.doc
    • ${HomeDirectory}\sample2.doc
    • http://demo3:8000/DocumentLib1/sample3.doc

    Remove From Disk

    Function:
    Specifies if you must remove the file from the storage when it is attached.
    Accepted Values:
    • True - Removes the file from storage.
    • False - Does not remove the file from storage.
    Default Value:
    True

    Parent Entity ID

    Function:
    Specifies the ID of the entity associated with your attachment.
    Accepted Values:
    A record internal ID.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Note Title

    Function:
    Specifies your note title.
    Accepted Values:
    One line of text that can have spaces.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Note Body

    Function:
    Specifies the content of your note.
    Accepted Values:
    More than one line of text.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  4. (Optional) To store the attachment ID as a process data variable, add the variable from the Process Variables screen to the field Store the Response Attachment ID in Custom Attribute or Schema.
    Field Name Definition

    Store the Response Attachment ID in Custom Attribute or Schema

    Function:
    Specifies the process data variable that contains your attachment ID.
    Accepted Values:
    A process data variable that accepts an alphanumeric string with no spaces or special characters.
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

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