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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Document (Files) tab d...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Document (Files) tab doesn't show

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Posted on by Nima31 75

Hello, 

We have the last update of Microsoft installed, but I still cannot see the "Files" tab showig for these entities: Contact, Opportunity, Lead & Account. 

I found that it should be automatically displayed after the update wave 2 of 2019, and we just have to change the name if needed, but somehow, I cannot see the tab. 

Is there any configuration that I have missed? 

Thank very much! 

I have the same question (0)
  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi,

    Please check if you are using the OOB managed form. Normaly, you don't need any configuration.

  • Nima31 Profile Picture
    Nima31 75 on at

    Hi Mehdi,

    Thank you for your answer!

    No I am using a custom unmanaged form, so I suppose it is not supported? Right?

    Thank you!

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi, 

    It's supported !  You can add it using the new form editor. 

    Refer to this blog: 

    powerplatformramblingsbystevenblog.com/.../

  • meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi Hammal,

    Any news ?

  • Nima31 Profile Picture
    Nima31 75 on at

    Hi Mehdi,

    Yes it works perfectly.

    I am just not able to add documents directly in CRM. I think the reason is that no location is enabled in my Dev. Will try when it is in Production.

    Thank you very much!

  • meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hi,

    Good news, please close the thread by cliking Yes Suggested Answer

  • SF Coder Profile Picture
    SF Coder on at

    Here is a recent write up on how to add a SharePoint Document Management "Files" Subgrid using the Power Apps form designer.  Also how to set the Default View to the "Document Associated Grid"

    mscrmonline.wordpress.com/.../

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