Did you know that Microsoft D365 allows you to keep all you relevant documents filed under the appropriate contact? This handy feature is great for saving yourself time and will also allow everyone who has access to view the entity in Dynamics to see the file automatically. So, there’ll be less time spent searching for documents and more time doing the things that matter.
Step by StepThe actions to attach a document to a contact is the same as other entities so please see the generic instructions linked below
Find out more with our useful guides!
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