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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Attach documents in a ...
Microsoft Dynamics CRM (Archived)

Attach documents in a new entity

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Posted on by Community Member

Hi, I've created a new type of activity (a new entity) and i would like to be able to attach documents directly and not use the notes.

¿Is this possible?

Thanks,

JuanMa

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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi Juan,

    Dynamics CRM uses notes to attach documents - so you cannot attach with them unless you are using the SharePoint integration.

    Hope this helps

  • Community Member Profile Picture
    Community Member on at

    Thank you Scott

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