Adding Documents To Portal Messages – Microsoft Portals – YouTube

I walked through adding a portal inbox and messaging process (here on my website – https://meganvwalker.com/create-a-portal-inbox-messaging-process/).

This provides the ability to create messages for portal users to log in and access, along with a nifty unread message indicator like you would find on many social media sites. What if you want to include documents attached to the message? This video will show you exactly how to do that, assuming you followed the initial post on creating the portal message process.

Here is a link to Jason Lattimer’s CRM Note Workflow Utilities referenced in the video.
https://github.com/jlattimer/CRM-Note-Workflow-Utilities

Thanks for watching. You can find me in the following places:
Website: https://meganvwalker.com
Twitter: http://twitter.com/meganvwalker
LinkedIn: http://linkedin.com/in/meganwalker
Subscribe to my blog at: https://meganvwalker.com/subscribe-new-articles/

#Portals #PowerPlatform #EmojiMegs #MSDynCRM #MSDyn365 #D365

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