It’s 4:55 p.m. on a Friday. You’ve closed the deal, and you have gathered every document you need—quotes, invoices, and signed contracts. You’re ready to wrap up and record everything properly.
You open the client’s Account record in Dynamics 365, go to the Timeline, and reach for the paperclip icon, hoping to attach everything in one go.
You try to select all the files, but using Ctrl+Click or Shift+Click doesn’t work. Only one file gets selected at a time.
You try again. Maybe selecting several files with the mouse and dragging and dropping will work? No luck—just the one file.
It seems you’re stuck uploading your documents one by one. Wait, when you upload the second document, it replaces the first one?
Ah, you have to click Add note and close first, and then click that paperclip icon again to add the second document to another note. And then, repeat and repeat…
That smooth, triumphant finish to the week? Gone.
If this rings true, you’re far from alone. The struggle is real. Many users expect modern cloud systems like Dynamics 365 to handle batch uploads easily—only to run into unhelpful limits right where it matters the most.
The Most Practical Solution: Drag & Drop Metadata for Dynamics 365 CE
If you’re looking for a quick win without heavy development, and you are using Dynamics 365 CE already, Drag & Drop Metadata for Dynamics 365 CE stands out as the most practical option. This lightweight add-on integrates with Dynamics 365 Customer Engagement (CE), allowing you to simply drag and drop multiple files directly onto the Documents tab—bypassing the single-file headache entirely.
Read the full article at the CRM Software Blog
Why Can’t I Upload Multiple Files to Dynamics 365? (And What Are My Options?)
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