MSCRM Basic version

  • rinesh.r_93
    Participant
    8 years, 8 months ago #5379

    I am using the basic version of MSCRM and I would like to add a pdf file into the Account object. Does the basic version suppor

    jithesh.v_89
    Participant
    8 years, 8 months ago #5609

    We can attach the pdf file to every standard object and it supports both the Basic and professional version of MSCRM.
    The following are the steps:
    1- Select the Account object
    2- Select any account name
    3- Go to the activity section on the Account page layout
    4- Select Notes and add a name, as soon as it saved you will get the attach option.
    5- Add the pdf / .txt file and save it

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