If you’ve ever had to attach a bunch of files to a Dynamics 365 record, you know how painfully slow that can be. One file at a time? It’s enough to make anyone sigh.
That’s exactly why we created the Multi-File Uploader. It’s a simple add-on that lets you upload multiple files to any record in just a few clicks—and yes, it works beautifully on both web and mobile.
We built it for real users, with real workflows. No learning curve. No extra tools. Just a better experience.
What Makes It So Handy?
Here’s what I personally love about it—and what our early users have appreciated too:
- You can upload several files at once—no more one-by-one nonsense.
- It shows you a quick preview list of all the files before you upload.
- Once uploaded, your files appear in a clean, scrollable list.
- Need a file back? Just click Download—it’s instant.
- It works across all entities, whether you’re using built-in ones like Account or custom tables.
- And yes, it’s built to run smoothly on mobile too, not just your desktop.
- Best part? Every uploaded file is saved as a Note on the record, so you don’t have to worry about storage, linking, or extra setup.
So, How Does It Actually Work?
Here’s a quick walkthrough of what it looks like in action:
- Open any record—say, an Account. Go to the Multi-File Uploader tab (you’ll see it clearly).
- Click Browse and pick all the files you need.
- You’ll see a preview grid with your files. Hit Upload—and that’s it.
- Want one back? Just click Download next to it.
Where Do the Files Go?
All the files you upload are stored in the Notes section of the record. If you’ve used Dynamics for a while, you’ll know Notes are one of the most stable and secure ways to attach files. No plugins, no external storage—just part of the record itself. And if your form shows the Timeline, they’ll appear there too.
Who’s This For?
Honestly, anyone using Dynamics 365. We’ve tested it with teams in sales, field service, healthcare, and even HR—it just fits. If you deal with documents, this saves time and reduces clicks.
Want to Give It a Try?
We’d love to show you how it works. Reach out for a quick demo or installation help. No pressure, just a better way to manage files in Dynamics.