We can attach the pdf file to every standard object and it supports both the Basic and professional version of MSCRM.
The following are the steps:
1- Select the Account object
2- Select any account name
3- Go to the activity section on the Account page layout
4- Select Notes and add a name, as soon as it saved you will get the attach option.
5- Add the pdf / .txt file and save it
We can attach the pdf file to every standard object and it supports both the Basic and professional version of MSCRM.
The following are the steps:
1- Select the Account object
2- Select any account name
3- Go to the activity section on the Account page layout
4- Select Notes and add a name, as soon as it saved you will get the attach option.
5- Add the pdf / .txt file and save it