Attachments, Notes, and Annotations

How do you handle document storage and management in CRM? While this is a prominent feature in SharePoint, it is not as obvious or as easy to use in CRM. However, if you have a need to attach and manage documents in CRM, there is a provided option.

CRM offers a Notes field that can be turned on and associated to any entity. This Notes field is actually a reference to an entity called Annotation. The Annotation entity holds your file attachment and a reference ID back to the entity that the attachment belongs to. This feature is turned on by default for some of the default entities, but you need to turn it on yourself for custom entities.  Read More…

Microsoft has revamped its licensing model for Dynamics CRM 2013.  Here’s a summary of the information from the latest Microsoft documentation.

There are three basic versions of Microsoft Dynamics CRM 2013, and each has its own particular licensing requirements:

  1. Microsoft Dynamics CRM 2013 On-Premises: Most useful for organizations that do their deployments in-house.  You must purchase a license for each server that will run the CRM Server software.  You must also purchase Client Access License (CAL) for each user or device that will access the software.
  2. Microsoft Dynamics CRM 2013 Online: Used for solutions that will be hosted in the cloud. You must purchase a User Subscription License (USL) for each user that will access the solution. USLs are assigned to a named user, which means that USLs cannot be shared. A single USL licenses the user to access any instance of Microsoft Dynamics CRM 2013 or earlier associated with the same tenant.  (USLs do not include use rights for Yammer or Skype.)
  3. Microsoft Dynamics CRM 2013 SPLA: Used by service providers and independent software vendors who license CRM to provide solutions to customers. You must purchase a Subscriber Access License (SAL) for each unique individual user who is authorized to access or otherwise use the licensed products. SALs are assigned to a named user, which means that SALs cannot be shared. A SAL will authorize a user to access any number of instances of CRM 2013 or earlier running on the organization’s servers. Read More…