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Is there a way to view a central repository of attachments related to a Person's record in the CRM?

MelissaM 21 Reputation points
2022-04-25T19:37:59.137+00:00

In Microsoft Dynamics CRM, Person records (also called Contacts) in the system have activities related to them (Emails, Phone Calls, Tasks, Appointments, Letters, ect...) the system allows you to attach a document to each of these activities but the only way to view the attachment is to open an activity which can become tedious when you've created 100 activities and can't remember which activity you attached the specific document you're looking for to. My question is, is there a central repository for these attachments, meaning can I view a list of JUST attachments related to a Person record without having to open each individual activity?

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  1. Anonymous
    2022-04-25T19:45:07.087+00:00

    Dynamics CRM is not currently supported here on Q&A. The product group for Dynamics actively monitors questions over at
    https://community.dynamics.com/crm

    --please don't forget to upvote and Accept as answer if the reply is helpful--

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