“PurposeWith files attached within the Dynamics entity all users can see all relevant information without having to request permission (in cases) to departmental field shares
Objectives
By the end of this section you will know the steps to attach a file to an entity
Step by Step
1.
Search for and open the entity you wish to attach the file to 2.
Click on the add tool bar 3.
Click on the attach file icon 4.
From the popup screen browse for the file you wish to add and click attach
NOTE: If you have password protection on this file as you upload it the same password and security will be attached
Click on close
You file is now attached – you can view this by clicking on the the notes and activities section in the top left hand navigation bar (this may only be called comments in some entities Routes Back
Dynamics Home >07 = Tasks and Activities
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