本文介绍了我们如何对在线Dynamics CRM中的注释进行分类/标记?的处理方法,对大家解决问题具有一定的参考价值,需要的朋友们下面随着小编来一起学习吧!

问题描述

暂定目标:对注释及其附件进行分类/标记。

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

在最新的在线Dynamics CRM中,我们有 Note 实体

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

对于 categoriz / tagg- ,我们创建了一个自定义标记实体

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

当我们尝试建立任何关系时,注释不可用

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

在很高的级别-进行分类/标记看起来,但看起来并不像这个把戏也可以用于 Note

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.

我们如何在在线Dynamics CRM中对注释进行分类/标记?

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

推荐答案

并非CRM中的所有实体都是可自定义的(或完全可自定义的),您可以看到完整的详细信息。

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

对于Notes(注释),属性 CanBeInManyToMany 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。

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.

利用您使用CRM Online的事实,是吗?是否可以设置?这样一来,您可以轻松管理附件(并使用Sharepoint本机功能标记附件)。

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).

这篇关于我们如何对在线Dynamics CRM中的注释进行分类/标记?的文章就介绍到这了,希望我们推荐的答案对大家有所帮助,也希望大家多多支持!

08-16 06:30