enable-document-management-entities.md

title	description	ms.custom	ms.date	ms.reviewer	ms.suite	ms.tgt_pltfrm	ms.topic	applies_to	ms.assetid	caps.latest.revision	author	ms.author	search.audienceType
Enable document management for entities (Developer Guide for Dynamics 365 Customer Engagement)| MicrosoftDocs	Document management can be enabled for customizable entities in Dynamics 365 Customer Engagement. To enable document management for an entity, set the EntityMetadata.IsDocumentManagementEnabled attribute value to true		10/31/2017	pehecke			article	Dynamics 365 Customer Engagement (on-premises)	ecda2ce2-e4b6-4c8d-838c-f3d70ad9e63f	25	KumarVivek	kvivek	developer

Enable document management for entities

Document management can be enabled for those entities in [!INCLUDEpn_dynamics_crm] that can be customized. By default, document management is enabled only for the following entities in a new installation of [!INCLUDEpn_crm_shortest]:

• Account

• KbArticle

• Lead

• Opportunity

• Product

• Quote

• SalesLiterature

  To enable document management for an entity, set the xref:Microsoft.Xrm.Sdk.Metadata.EntityMetadata.xref:Microsoft.Xrm.Sdk.Metadata.EntityMetadata.IsDocumentManagementEnabled attribute value to true. To disable document management for an entity, set the value to false.

Note

You must have the System Administrator or System Customizer role to enable or disable document management for an entity.

See also

SharePoint Extensions for Dynamics 365 Customer Engagement (on-premises)
Actions on SharePoint Location Records
Sample: Enable SharePoint Integration

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