question

MelissaM-9925 avatar image
0 Votes"
MelissaM-9925 asked DSPatrick answered

Is there a way to view a central repository of attachments related to a Person's record in the CRM?

In Microsoft Dynamics CRM, Person records (also called Contacts) in the system have activities related to them (Emails, Phone Calls, Tasks, Appointments, Letters, ect...) the system allows you to attach a document to each of these activities but the only way to view the attachment is to open an activity which can become tedious when you've created 100 activities and can't remember which activity you attached the specific document you're looking for to. My question is, is there a central repository for these attachments, meaning can I view a list of JUST attachments related to a Person record without having to open each individual activity?

not-supported
5 |1600 characters needed characters left characters exceeded

Up to 10 attachments (including images) can be used with a maximum of 3.0 MiB each and 30.0 MiB total.

1 Answer

DSPatrick avatar image
1 Vote"
DSPatrick answered

Dynamics CRM is not currently supported here on Q&A. The product group for Dynamics actively monitors questions over at
https://community.dynamics.com/crm

--please don't forget to upvote and Accept as answer if the reply is helpful--


5 |1600 characters needed characters left characters exceeded

Up to 10 attachments (including images) can be used with a maximum of 3.0 MiB each and 30.0 MiB total.