2011 User's Guide Copyright

Remove an attached file

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1. 
   Open the record that you want.
   
2. 
   For most record types, click Notes and Activities:
   

• 
  On the E-mail form, click Attachments.
  
• 
  On the Service Activity form, click Service Activity .
  
• 
  On the Case form, click Notes and Article.
  

3. 
   Double-click the status row of the note that contains the attachment that you want to remove.
   
4. 
   Remove the attached file.
   

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  In the Note form, in the File Attachment area, click Remove, click OK, and then click OK again.
  

To remove the note and the attachment:

• 
  On the Actions menu, click Delete Note, and then click OK.
  

5. 
   Click Save or Save and Close.
   

You cannot update an attached file. Instead, save the file on your computer and edit the file, delete the attachment, and then attach the edited file.

Related Topics Add a Note or Attach a File 29 Manage Activities 22 Delete Things 18

Attach a file

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

1. 
   Open the record that you want.
   
2. 
   On the Add tab, in the Include group, click Attach File.
   
3. 
   In the Manage Attachment dialog box, type the path and name of the file to attach or click Browse to locate the file.
   
4. 
   Click Attach, and then click Close.
   

5. 
   Click Save or Save and Close.
   

• 
  To add multiple files, for each file, repeat steps 2 through 4. Each attachment is added as a new note.
  
• 
  You cannot update an attached file. Instead, save the file on your computer and edit the file, delete the attachment, and then attach the edited file.
  
• 
  To add an attachment to an e-mail activity, first save the activity, and then on the Attachments tab, click New E-mail Attachment. After selecting or browsing for a file, click Attach.
  
• 
  The maximum size of the file that you can attach to a record is defined by your system administrator. More information: System Settings Dialog Box - E-mail Tab
  
• 
  The types of files that can be attached are defined by your system administrator. More information: Manage System Settings
  

Related Topics Add a Note or Attach a File 29 Managing E-mail Activities 177

Edit Multiple Records

Can I do this task?

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

Record types that can be bulk edited

• 
  Accounts
  
• 
  Cases
  
• 
  Contacts
  
• 
  Leads
  
• 
  Marketing Lists
  
• 
  Opportunities
  

1. 
   In any list, select multiple records:
   

• 
  Select several records by pressing the CTRL key while you click each record.
  
• 
  Select a sequence of records by clicking the first record that you want, and then press the SHIFT key while you select the last record that you want.
  
• 
  Select all records on the page by selecting the Select/clear all records on this page check box at the top of the list.
  

By default, the Microsoft Dynamics CRM Web application displays 50 records per page. You can increase this up to a maximum of 250 records per page to increase the number of records you can select at one time. To increase the number of records displayed per page:

1. 
   On the File menu, click Options.
   
2. 
   On the General tab, in the Records Per Page list, select the number of records to display per page.
   
3. 
   Click OK.
   

2. 
   In the Records area, click Edit.
   
3. 
   In the Edit Multiple Records form, make the changes.
   

4. 
   Click Save.
   

• 
  You cannot edit multiple records for activities, lookup fields, or notes.
  
• 
  You cannot use this method to clear data in a field.
  
• 
  You cannot use this form to change the status of records. To change the status for a group of leads, add them to a marketing list. More information: Work with Marketing Lists (on page 378)
  

Related Topics Edit Multiple Records 39 Check for duplicates 45 Find Things 8