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Dec 01, 2011 at 03:00 PM

CM: How to link transaction with document on content server

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Hello,

We are using CRM 7.0 with EhP1 and would like to copy the documents or rather the links to the documents saved on the content server that are attached to a opportunity when we create a sales quotation as follow-up transaction.

I can't find any relations between opportunities and documents as well as between sales quotations and documents in the BOL.

You can retrieve documents of a transaction by using the BOL search query CMBOLinkQuery. But how I can connect the documents found with the search query with a new transaction like a sales quotation?

Any ideas or solutions?

Kind regards,

Sebastian