You can use the document management system in the CRMsection for several tasks. You can attach documents to business relations, contact persons, and sales quotes. You can also attach internal notes to activities and tasks. Additionally, you can create a standard quotation template, in the CRMand Projectsections, which is used when issuing quotations and merging quotation information.

The document management system in the CRMsection is built on the standard document management system for Microsoft Dynamics AX, but with increased visualizations and accessibility from the following forms in CRM:

• Business relations

• Contact

• Quotations

• Telemarketing

• Campaigns

When you attach a document to a record in a form, the empty document icon changes to a book icon on the record line. This indicates that a document is attached to the active record. The document can be any type of file set up in the Document typesform ( Basic> Setup> Document management).

You can filter the documents in the Documentsform by employee or their date of creation. Select the Show allcheck box to display all the documents that have been created for the active record (business relation, contact person, activity, campaign, and so on).

The document management system in the CRMsection uses the setup procedures and settings from the standard document management system. It also includes some unique document management settings.

The following topics provide information about document management.