Personalized Community is here!
Quickly customize your community to find the content you seek.
Have questions on moving to the cloud? Visit the Dynamics 365 Migration Community today! Microsoft’s extensive network of Dynamics AX and Dynamics CRM experts can help.
2021 Release Wave 1Discover the latest updates and new features to Dynamics 365 planned April 2021 through September 2021.
Release overview guides and videos Release Plan | Preview 2021 Release Wave 1 Timeline
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
I want to attach word, excel and pdf files with lead, opportunity and quotes, how should i ?
The preferred way of doing this would be setting up document reponsotories with SharePoint. Please see this link for setup instructions: technet.microsoft.com/.../dn531154.aspx .
The second way if sharepoint isn't available; when you go to the lead entity click to add a note and add an attachment that way.
I hope this helps!
You also have the option of using One Drive for Business - www.microsoft.com/.../use-onedrive-for-business-to-manage-your-private-documents.aspx
Hope this helps
Were you able to use Scott or I's solution to fit your needs?
You can use the alternatives that Jason and Scott mentioned, or simply attach the files to Notes in the form. Please check below:
Business Applications communities