{"id":41524,"date":"2025-06-16T12:03:55","date_gmt":"2025-06-16T06:33:55","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=41524"},"modified":"2025-06-16T12:03:55","modified_gmt":"2025-06-16T06:33:55","slug":"enhance-file-management-with-the-attachment-control-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/06\/enhance-file-management-with-the-attachment-control-in-dynamics-365\/","title":{"rendered":"Enhance File Management with the Attachment Control in Dynamics 365"},"content":{"rendered":"

\"File<\/p>\n

Managing customer interactions efficiently requires having all related information, documents, screenshots, and other supporting files, readily accessible. One way to streamline this process in Dynamics 365 is by leveraging the Attachment Control component on forms.<\/p>\n

The Attachment Control is a powerful UI component that allows customer service representatives (also called agents or service reps) to view and upload file attachments directly within the Case form in Dynamics 365 Customer Service.<\/p>\n

While the control is primarily designed for use on the Case entity form, it can also be configured on other forms like Account, Contact, Lead, and more. This allows users to access and view attachments linked to emails or notes, offering a comprehensive overview of customer interactions and related documents.<\/p>\n

Note: Direct file uploads through the Attachment Control are only supported for Cases. On other entities like Accounts or Contacts, the control is read-only and intended solely for viewing attachments.<\/u><\/em><\/p>\n

Adding the Attachment Control to a Form<\/strong><\/h3>\n
    \n
  1. Launch Power Apps<\/a> and go to the entity form where you want to add this control.<\/li>\n
  2. Open the entity form where you want to add the Attachment Control.<\/li>\n
  3. In the Components pane, click on \u201cMore components\u201d to view additional controls.<\/li>\n
  4. Locate the Attachment Control from the list. If it\u2019s not visible, click on \u201cGet more components\u201d to load it.<\/li>\n
  5. Drag and drop the Attachment Control onto any section of the form where you want it displayed.<\/li>\n
  6. Configure the control’s properties as needed, such as enabling it to display attachments from emails or notes.<\/li>\n
  7. To reflect your updates, make sure to save and publish the form.<\/li>\n<\/ol>\n

    \"File<\/p>\n

    You also need to enable the \u201cFull case form\u201d option under the Enhanced Case Experience in the Copilot Service Admin Center to make this functionality available.<\/p>\n

    \"File<\/p>\n

    This is a sample Case record accessed within the Customer Service workspace. In the Attachments tab, the Attachment Control is visible, showcasing files linked to Notes. If email integration is enabled, attachments from Emails will also be shown in the list.<\/p>\n

    The control offers several features:<\/p>\n