Uploading an Image in Dynamics CRM Portals

You can upload an image (or other files) in Dynamics CRM Portal. After uploading the file, you can link the file to Portals.

In Dynamics CRM, in the Ribbon, click Portals and then click Web Files.

In the Active Web Files, click the NEW button.

In this example, we are going to upload an image. After pressing the new button, enter the following information.

Under the General section enter the following information:

  • Name
    • Name of file
  • Website
    • Name of the portal site (in this example, Government is the site name)
  • Parent Page
    • Name of the file (keep it consistent, use the same name)
  • Partial Url
    • Name of the file (keep it consistent, use the same name; also, do not use spaces, pound signs, or other symbolic characters)
  • Publishing State
    • Published

After you have entered the information, press SAVE button. Scroll to the bottom of the page and go to the NOTES section.

Click Enter a note and the text-box will display more options.

In the Title box, enter the name of the file. Press the Attach button to upload the image. After you have selected an image, press the Done button.

Linking with Portals

You can call the image by using Portal’s editor or Dynamics CRM Web Templates.

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