cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results forย 
Search instead forย 
Did you mean:ย 
D365Ideas_Admin

Function to export files attached to the Notes of an entity

Submitted by on โ€Ž02-04-2019 06:22 AM
Author Name: Tim Beljavskis

I have need to export and save locally excel files that were attached to the Notes section of an Account. Doing this for all of the Accounts individually is time consuming, so having a function that would zip these and prompt them to be saved would be useful.

Status: Under Review
See more ideas labeled with:
2 Comments (2 New)
Comments
D365Ideas_Admin
Regular Visitor
โ€Ž02-04-2019 06:22 AM
Status changed to: Under Review
 
D365Ideas_Admin
Regular Visitor
โ€Ž02-04-2019 12:10 PM
Thank you for your feedback. In general managing documents across all entities is not particularly easy right now. We're thinking about how to generically fix this in the future. This is a great suggestion, and we will consider this in our roadmap.