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 和 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).
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