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Why attach a document to an account?

Microsoft D365 allows you to succinctly file all your information in one place, saving you time and stress finding your data when you need it.

By attaching a document to an account, everyone who has access to view the entity in Dynamics will be able to see the information as you make it live, creating more time to do the things that matter.

Please note this functionality is only available if your system administrator has enabled it.

How to attach the document

  • Open an Account.
  • Click on the related tab
  • Click on Documents and then from there you can upload your documents.

NB: if you can see files as a tab you can go straight there. This may not be visible is your system administrator has changed the form layout.

Want to find out more?

Find out more with our useful guides!

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