Customer Engagement & Dynamics CRM Forum

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Knowledge article attachments

  • 1.  Knowledge article attachments

    TOP CONTRIBUTOR
    Posted May 13, 2020 09:50 AM
    Hello,

    We are currently in the process of reviewing knowledge articles for set up with the cases entity. The team would like to be able to take a knowledge article such as an instruction set in  .PDF format and attach it to an article for the users to be able to view and open. If anyone knows of a way to attach documents to a knowledge article in Dynamics 365 CRM environments, any feedback is greatly appreciated.

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    Anthony Parks
    Dynamics 365 System Administrator
    Comfort Systems USA
    Indianapolis IN
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Knowledge article attachments

    SILVER CONTRIBUTOR
    Posted May 22, 2020 05:25 AM
    Hi Anthony,
    Hi Anthony,

    Where a Knowledge Article is for internal use only we occasionally use SharePoint.
    If you have SharePoint integration enabled, you can go to "Related --> Documents" within the knowledge article and upload the document to SharePoint. In the Content section, point the user to go to "Related --> Documents" and open the file.

    I am curious to know if there are other ways to do this without using SharePoint though.

    Regards,
    Sean

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    Sean O Malley
    AIG
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Knowledge article attachments

    TOP CONTRIBUTOR
    Posted Jun 01, 2020 09:20 AM
    Hello Sean, thank you for your feedback. We will use Sharepoint and continue to look for any additional solutions. ​

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    Anthony Parks
    Dynamics 365 System Administrator
    Comfort Systems USA
    Indianapolis IN
    ------------------------------

    Academy - Online Interactive Learning from Experts


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