Import Notes to Contracts/Projects/WBS

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Posted on by Community Member

Hello

I have a need to migrate some text data to Contracts / Projects / WBS etc. It looks like the ideal location for this data is in the Attachments for each record:

The data can go into that notes field.

I haven't been able to identify a Data Management entity to enable this to happen. Is a custom entity required?

Many thanks
Graham

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Sergei Minozhenko 23,093 on at

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Hi Graham,

There is a limited amount of entities that support document handling and in your cases, you need to create custom ones. Check this thread community.dynamics.com/.../supplier-document-handling-data-entity

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Community Member on at

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Hi Sergei

Many thanks for your response. I think it is as I suspected. I will follow the course of requesting new entities

Graham

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