Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2023 Release Wave 1Check out the latest updates and new features of Dynamics 365 released from April 2023 through September 2023
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | All TechTalks
Do you know if it is possible to add attachments to appointments created in CRM 2013? From playing around my end I can only do it if I attach via notes. Does anyone know when this feature was introduced in later versions?
I am using V9.1 , this feature is currently available.But I am not sure from which version onwards.
In CRM 2013 the notes button was actually removed from the action menu. You can enable using CRM workbench.
Thanks, but does this attach the attachment to the appointment to be sent it outlook or just to the record in CRM?
Yes, attachment does goes to outlook.
So the process for the user would be to create the appointment in CRM, save the record, then attach the file as a note and that will then sync to outlook and then they should send the appointment?
Business Applications communities