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

Question

Main target: have project documents files attached to projects and be able to categorize documents across multiple projects. eg: A,B,C... type documents may belong to x,y,z... projects

Tentative target : categorize/tag the notes and their attachments.

In the latest online Dynamics CRM, we've got the Note entity

For categoriz/tagg-ing , we've created a custom Tagging entity

When we try to build any relationships, Notes is not made available

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.

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

Answer 1

Not all entities in CRM are customizable (or fully customizable), you can see the full detail here .

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.

Taking advantage of the fact that you're using CRM Online, is it possible for you to set up the Sharepoint integration ? This would allow you to manage your attachments easily (and tag them using the Sharepoint native feature).