Is there any mechanism of Document in MS Dynamics CRM?

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Chhaya_Patel asked a question on 6 Oct 2017 11:55 PM


There are 2 modules in Sugar CRM

1- Notes: Used for storing any note related to any module or any other purpose like Case attachment, email attachment

2- Documents: Used for storing pure documents which will also manage revisions of each document and can be related to specific modules like Contacts, Accounts

MS Dynamics CRM has Notes. 

Is there any concept of Document in MS CRM? If so, do I get this if I create blank MS CRM Online Account?

Also, please suggest references if any. 

Thank you.

Nitin Verma responded on 7 Oct 2017 3:45 AM

Please check:

Chhaya_Patel responded on 7 Oct 2017 4:32 AM

Hi Nitin,

I know about Notes.

Note and Document are different in Sugar CRM. I have explained in question.

Is there any mechanism of Document(not Notes) in CRM?

Please suggest.

Thank you.