Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Opportunities and attachments

  • 1.  Opportunities and attachments

    Posted 12 days ago
    Does anyone know if there is an easier way to determine if a user uploaded an attachment/document under Opportunities using the document selection (not NOTES) instead of manually looking? I have about 2,000 contracts to research to see which ones have nothing uploaded under opportunities or contracts so the user can go back and correct.

    I know I ran a query when looking for attachments to Notes but wasn't sure if I could do something similar in this case?


    Heather L

  • 2.  RE: Opportunities and attachments

    Posted 12 days ago
    Hi Heather,

    This simple AF query should get you started.

    We have are Documents stored in Sharepoint so I'm using the Document Location criteria but there is also a Documents Regarding option as well.



    Eric Veneziano
    Sales System Analyst
    Minitab, Inc.
    State College PA

If you've found this thread useful, dive deeper into User Group community content by role