Update: CrmXpress Drag-n-Drop Upload Control for Dynamics CRM 2016/2015/2013

 have written a post detailing this control here so I am not going to write the whole story. I am bit surprised that Microsoft Dynamics CRM 2016 does not support drag-n-drop support yet. It allows you to upload templates for Word and Excel (maybe it is directly coming from OneDrive family). Anyways, here is a screenshot and a brief tutorial on how to use this control.

  1. Download the suitable solution from here.
  2. Import the solution in your organization and publish it.
  3. This control provides adding files via drag-n-drop to Email and Notes so you have to add (AttachmentsUpload.htm or NotesUpload.htm respectively) as a web resource.
    For example, in the screenshot below, you can see NotesUpload,htm has been added as a web resource for Contact entity form.

Figure 1 Add a WebResource on Form Designer

  1. Set Properties as shown below. Please note you must un-check Restrict cross-frame scripting, where supported and check Pass record object-type code and unique identifier as parameters.

Figure 2 Set Properties

  1. You can format the control as per your requirements. For recommended format options, see the screenshot below

Figure 3 Set Format

  1. Save the form and Publish Changes.
  2. When you are creating a record you will see appropriate message is displayed.

Figure 4 Create Record

  1. Once the record is saved, you can start using Drag-n-Drop to upload files.

Figure 5 Saved Record

 

Happy Holidays J

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