Enable document management for entities

 

Applies To: Dynamics CRM 2016, Dynamics CRM Online

Document management can be enabled for those entities in Microsoft Dynamics CRM that can be customized. By default, document management is enabled only for the following entities in a new installation of CRM:

  • Account

  • KbArticle

  • Lead

  • Opportunity

  • Product

  • Quote

  • SalesLiterature

To enable document management for an entity, set the EntityMetadata.IsDocumentManagementEnabled attribute value to true. To disable document management for an entity, set the value to false.

System_CAPS_noteNote

You must have the System Administrator or System Customizer role to enable or disable document management for an entity.

Microsoft Dynamics CRM 2016 and CRM Online

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