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We recently upgraded to AX 2012 and want to attach e-mails and documents to customer accounts for future reference and back up. Is there a procedure available to reference?
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You can use document handling functionality.
Interesting. Can you siggest where to find the document handling function?
Please click on below marked button called "Attachments" and then another form will open where you can create.
Hope this will help you to add docs.
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