web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Document Management Types-Simple Notes

(0) ShareShare
ReportReport
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
I have the same question (0)
  • Verified answer
    MikeDyn365 Profile Picture
    11 on at
    Document Management Types-Simple Notes
    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.
  • MikeDyn365 Profile Picture
    11 on at
    Document Management Types-Simple Notes
    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Sohaib Cheema Profile Picture

Sohaib Cheema 745 User Group Leader

#2
Martin Dráb Profile Picture

Martin Dráb 597 Most Valuable Professional

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 580 Super User 2025 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans