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.
