MS CRM - Upload properties
Article ID: 456 | Rating: Unrated | Last Updated: Tue, Jan 14, 2014 at 12:03 PM
Fields that display the metadata browser icon can be populated with a metadata value.
Upload properties:
- CRM userselect what CRM user will upload the scan document to CRM, this user will also be the owner of the note and scan document in CRM.
- Entity scan documents can be attached to a wide variety of entities within CRM. Select what entity the document should be attached to.
- Entity record select to what entity record the scan document should be attached, you can use the browse button next to the field to select a specific record.
- Note title the title of the note that will be created in CRM.
- Note description the description of the note that will be created in CRM.
- Note filename the filename of the scan document that will be attached to the note in CRM.