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Finance | Project Operations, Human Resources, ...
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Document Management Types-Simple Notes

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Posted on by 11
Hopefully this is a simple question that seems to be /evasive/ in all the documentation.
 
As you may know, there are  simple notes, file, url, image document types.   For simple notes, we started to use the default /database/ location to store simple notes.   However, we would like to store these simple notes in SharePoint similarily as file attachments.    
 
When we go to add a new document type for a simple note, and set it to use the SharePoint site (everything connects correctly) and we go to save the document type, it saves/revert to using the database location.  No error codes, it just saves using the database location option and not the SharePoint site we specified.
 
I can find nothing in the documentation that talks to the simple note, only attachments which works fine.
 
Any help will be appreciated!
Thanks
Mike
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  • MikeDyn365 Profile Picture
    11 on at
    I found the answer to the question,  while an older blog,  I suspected this works exactly in D365, I just could not find something to confirm it.  It would be good if the documentation was this clear.
     
     
    Hope this helps others.
  • Verified answer
    MikeDyn365 Profile Picture
    11 on at
    I found the answer to the question,  while an older blog,  I suspected this works exactly in D365, I just could not find something to confirm it.  It would be good if the documentation was this clear.

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