Microsoft Dynamics: Enabling Attachments
You can pull whatever files you’ve put into your Notes & Attachments section of an Opportunity, or other MS Dynamics object, into your Conga Collaborate proposal. After you move them, these files appear as Attachments to your document. They're updated when you click Refresh Variables.
Only a system administrator can enable this function.
Follow these steps to add Microsoft Dynamics attachments to your account capabilities:
