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我们如何在Dynamics CRM中对注释进行分类/标记？

[英]How do we categorize/tag the notes in online Dynamics CRM?

原文 2016-10-12 09:27:09 6 1 javascript/ c#/ asp.net/ asp.net-mvc/ dynamics-crm

Main target: have project documents files attached to projects and be able to categorize documents across multiple projects. 主要目标： 将项目文档文件附加到项目中，并能够对多个项目中的文档进行分类。 eg: A,B,C... type documents may belong to x,y,z... projects 例如：A，B，C ...类型的文档可能属于x，y，z ...项目

Tentative target : categorize/tag the notes and their attachments. 暂定目标 ：对注释及其附件进行分类/标记。

In the latest online Dynamics CRM, we've got the Note entity 在最新的在线Dynamics CRM中，我们拥有Note实体

For categoriz/tagg-ing , we've created a custom Tagging entity 对于categoriz / tagg-ing ，我们创建了一个自定义Tagging实体

When we try to build any relationships, Notes is not made available 当我们尝试建立任何关系时，便无法使用Notes

At a very high level - categorizing/tagging looks feasible using a custom entity with relationships , but it doesn't looks like this trick can be used for Note as well. 在很高的层次上，使用具有关系的自定义实体进行分类/标记看起来是可行的，但是这种技巧似乎也不能用于Note 。

How do we categorize/tag the notes in online Dynamics CRM? 我们如何在Dynamics CRM中对注释进行分类/标记？

1 个解决方案

Not all entities in CRM are customizable (or fully customizable), you can see the full detail here . 并非CRM中的所有实体都是可定制的（或完全可定制的），您可以在此处查看完整的详细信息。

In the case of Notes (Annotation), the properties CanBeInManyToMany and CanBeRelatedEntityInRelationship are set to false which means that you won't be able to establish a custom entity relationship or create a N:N relationship. 对于Notes（注释），属性CanBeInManyToMany和CanBeRelatedEntityInRelationship设置为false，这意味着您将无法建立自定义实体关系或创建N：N关系。

Taking advantage of the fact that you're using CRM Online, is it possible for you to set up the Sharepoint integration ? 利用您使用CRM Online的事实，是否可以设置Sharepoint集成？ This would allow you to manage your attachments easily (and tag them using the Sharepoint native feature). 这将使您可以轻松管理附件（并使用Sharepoint本机功能标记附件）。