MS CRM - Upload properties

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.

 

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