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How can we share the same atachment between incidents?

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Posted on by Community Member Microsoft Employee

Hi people! This is my first question here. I'm from Brazil and I'm helping to manage the CRM in my job. I'm really enjoy work to Dynamics CRM, it's fun! ;)

So, we have some problems here, but We have a main problem how can we share the same attachment between entities?

For example, here we have decided to put only activities in queue. Then if we attached some file in the incident, the sector who get this activity needs go to incident to get this attachment.

Or other example, we created a secundary incident, but there is an important attachment in the first incident, the user needs go to the first incident to access this attachment?

I don't know if I was clear, but I tried! Thanks for any help. "Obrigado"!

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Community Member Microsoft Employee on at

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RE: How can we share the same atachment between incidents?

We haven't Share Point yet. But I could understanding! Thanks!
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Community Member Microsoft Employee on at

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RE: How can we share the same atachment between incidents?

Hi Gutemberg,

Has your company looked into SharePoint for document management?

www.powerobjects.com/.../get-a-better-understanding-of-the-sharepoint-online-integration-with-dynamics-crm-online