Microsoft Dynamics CRM 2016 Customization - Second Edition

Working with Documents

Document management has been a feature available with the Dynamics CRM platform for a very long time—one of the first iterations dealt with storing documents directly into the Dynamics CRM database. This is still available, as we can add various document types to a Notes field. While this is available out of the box, and relatively easy to use, there are various drawbacks to making this the default document management strategy. As a matter of fact, this approach should probably be discouraged as much as possible.

Notes, once enabled on an entity, is behind the scenes as a reference to an entity called Annotation. This entity stores the file attachment along with note details and a reference back to the entity that the attached ...