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 a lead, 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.
Step by Step
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.
Find out more about this with our handy guides!
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