Attach document CRM 2013

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  Hi,

  One option is to add notes with attachment to the Opportunity. The limitation is one attachment per note.

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  Eric UNG [Senior Analyst Programmer :: Sydney, Australia]

  • Proposed as answer by Vasu100ind Tuesday, November 26, 2013 12:45 AM

  Tuesday, November 26, 2013 12:23 AM
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  Hi,

  We just upgraded to CRM 2013, and I cannot for the life of me find how to attached a document to an opportunity. Please note we do not have sharepoint. Can you still do this with out share point? 

  Many thanks! 

  Hi,

  Please check following article it will helps you to understand about notes and its functionality

  blogs.msdn.com/b/crm/archive/2013/10/30/simplified-notes-experience-in-dynamics-crm-2013.aspx
  

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  I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
  Mubasher Sharif
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  • Edited by MubasherSharif Tuesday, November 26, 2013 9:12 AM

  Tuesday, November 26, 2013 9:12 AM