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