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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to transfer attach...
Microsoft Dynamics CRM (Archived)

How to transfer attachments/Make them available to another related entity

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Posted on by Ahmad Saud 790

Dear al

 

In opportunity entity, the user may upload some attachments, and throughout the stages, and at some point, a CASE will be created automatically based on some logic.

Now, I need these attachments (which have been saved on Opportunity entity) to be transferred/copied/shared to the related case. How to do this.

i hope this does not involve writing custom scripts.

thanks,

 

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