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Enable document management for entities

Applies To: CRM 2015 on-prem, 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.

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

See Also

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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