In addition to entering information about accounts and contacts in the forms, you can attach files (such as a Microsoft Office Excel spreadsheet or an Adobe Acrobat PDF file) to the record. Microsoft Dynamics CRM allows you to easily upload and save files about accounts and contacts so that you can refer to them later.
In this exercise, you will save a file as an attachment to an account and download it for viewing. You can follow a similar sequence of steps to attach a file to a contact record.
Note
USE the Sonoma Partners account record you created earlier in this chapter, and the Orders1.xls practice file. This practice file is located in the DocumentsMicrosoft PressCRM4_SBSWorkingAccounts folder.
BE SURE TO use the Internet Explorer Web browser to navigate to your Microsoft Dynamics CRM Web site, if necessary, before beginning this exercise.
Navigate to the Accounts view, and open the Sonoma Partners record.
In the toolbar, click the Attach a File button to launch the Add Attachment window.
Click Browse, and navigate to the DocumentsMicrosoft PressCRM4_ SBSWorkingAccounts folder.
Select Orders1.xls, and click Open.
The navigation window closes.
Click Attach to upload the file to the account.
Click Close.
In the Sonoma Partners record, click the Notes tab.
Microsoft Dynamics CRM has now attached the Orders1.xls file to the account record and has automatically recorded the name of the user who uploaded the attached file, in addition to the date and time.
To open the attachment, click the file name, and select either Open or Save.
