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Enable Document Management for Entities

[Applies to: Microsoft Dynamics CRM 2011]

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 Microsoft Dynamics 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.

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

See Also

Microsoft Dynamics CRM 2011
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