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How to get Documents that are attached to Notes in CRM Opportunities RRS feed

  • Question

  • Hello,

    In my organization, people attach documents to Notes in Opportunity records in our Microsoft Dynamics CRM Online instance.

    Is there anyway to get a view of all these documents at once?  As I mentioned we have a Cloud not on-premises instance of CRM.

    Thank you

    Nicole

    Tuesday, March 31, 2015 5:33 PM

All replies

  • You can do an advanced find on 'Notes' where 'Is Document' is Yes. You won't be able to see the actual attachment in the results obviously, but you can add information like file name etc and then open them up to see the actual document.

    Hope that helps

    Paul


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    • Proposed as answer by Pedro Beltrao Wednesday, April 1, 2015 10:54 AM
    Wednesday, April 1, 2015 3:35 AM