Is there any mechanism of Document in MS Dynamics CRM?

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Posted on by Community Member

Hi,

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.

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VermaNitin 455 on at

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Please check:

msdn.microsoft.com/.../gg334398.aspx

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Community Member on at

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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.

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Rajkumar Rajaraman on at

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Refer this:

blog.appliedis.com/.../document-storage-and-management-with-crm

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