Tuesday, May 20, 2014

MSCRM: Attaching a Document to an Opportunity

A lot of my tips are geared towards System Administrators.  This one, however, is for everyone.  The scenario - you would like to attach a document of some sort to an Account, Contact, Opportunity, whatever.  Here's how:

1. Select Notes:


2. Type in some text, then Click "Attach":


3. Select the file from your computer to attach.  Click Done:


4.  Your Document is now attached to the record:


Very handy!




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