Enable document management for entities

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Document management can be enabled for those entities in Dynamics 365 for Customer Engagement apps that can be customized. By default, document management is enabled only for the following entities in a new installation of Customer Engagement:

  • Account

  • KbArticle

  • Lead

  • Opportunity

  • Product

  • Quote

  • SalesLiterature

    To enable document management for an entity, set the EntityMetadata.IsDocumentManagementEnabled attribute value to true. To disable document management for an entity, set the value to false.

Note

You must have the System Administrator or System Customizer role to enable or disable document management for an entity.

See also

SharePoint Extensions for Dynamics 365 for Customer Engagement apps
Actions on SharePoint Location Records
Sample: Enable SharePoint Integration