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.
- Download the suitable solution from here.
- Import the solution in your organization and publish it.
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
- 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
You can format the control as per your requirements. For recommended format options, see the screenshot below
Figure 3 Set Format
- Save the form and Publish Changes.
When you are creating a record you will see appropriate message is displayed.
Figure 4 Create Record
Once the record is saved, you can start using Drag-n-Drop to upload files.
Figure 5 Saved Record
Happy Holidays J