Was this page helpful?
Your feedback about this content is important. Let us know what you think.
Additional feedback?
1500 characters remaining
Export (0) Print
Expand All

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.

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
Send comments about this topic to Microsoft.
© 2015 Microsoft. All rights reserved.
© 2015 Microsoft