Hi everyone!
I want to customize CRM cases to be able to upload specific documents for a case and then check if the required documents are uploaded and also add a field to check if they are expired.
So lets say for a Litigation Case , 3 documents are needed to be uploaded. Document A, Document B and C. To my understanding i can't add custom code to the SharePoint integration module . I could create a specific record (using custom entity) for each document and associate it with the Case but how could i add later on check those documents ? Solution number 2 would be to create a custom attachment grid but that would require a lot of customization . Solution number 3 would be to use Notes in order to upload the documents.
So my question is how can i use Notes in order to add a custom field Expiration date , and later on retrieve all the attachments on notes and check if Documents A, B, ,C are uploaded and if they are expired.
Is this doable or would it require tremendous customization and coding?
Thanks a lot !