“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 ObjectivesBy 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 attachedClick 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 BackDynamics Home >07 = Tasks and Activities “
No products in the cart.
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.