How do we categorize/tag the notes in online Dynamics CRM?
Main target: have project documents files attached to projects and be able to categorize documents across multiple projects. e.g.: A,B,C... type documents may belong to x,y,z... projects
Tentative target : categorize/tag the notes and their attachments.
In the latest online Dynamics CRM, we've got the Note entity
For categoriz/tagg-ing, we've created a custom Tagging entity
When we try to build any relationships, Notes is not made available
At a very high level - categorizing/tagging looks feasible using a custom entity with relationships, but it doesn't looks like this trick can be used for Note as well.
How do we categorize/tag the notes in online Dynamics CRM?
Not all entities in CRM are customizable (or fully customizable), you can see the full detail here.
In the case of Notes (Annotation), the properties CanBeInManyToMany and CanBeRelatedEntityInRelationship are set to false which means that you won't be able to establish a custom entity relationship or create a N:N relationship.
Taking advantage of the fact that you're using CRM Online, is it possible for you to set up the Sharepoint integration? This would allow you to manage your attachments easily (and tag them using the Sharepoint native feature).
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