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Introduction

With Dynamics, you’re able to attach any Microsoft Word document to an opportunity. This is a handy feature for when you have created a document and need it to be available to view by all people who can see the entity in D365.

Step by Step

The actions to attach a document to an opportunity is the same as other entities so please see the generic instructions linked below

The actions needed to attach a document to an opportunity is the same as is with the other entities, so please see the generic instructions here.

What to try now?

Go ahead and try attaching a file!

Want to find out more?

Find out more about this with our useful guides.

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