Enable document management for entities
Applies To: Dynamics CRM 2015
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.
Note
You must have the System Administrator or System Customizer role to enable or disable document management for an entity.
See Also
Integrate Microsoft Dynamics CRM with SharePoint
Actions on SharePoint location records
Sample: Enable document management for entities
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