Trying to add a file to an account via the associated subgrid but no options available

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Posted on by CrazyRobotMan

Greetings,

I'm trying to upload documents to an account in Dynamics Sales, but there are no options for creating new files or folders. There use to be, but not anymore and I'm not quite sure what happened. On our SharePoint site on the backend, I can still create things, it's just the Dynamics facing UI that is missing this ability. I am an admin, but I've yet to find any options to edit this. Any help would be appreciated!

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Leah Ju Microsoft Employee on at

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Hi Partner,

Possibly from a system update?

Please refer to the following link:

https://community.dynamics.com/forums/thread/details/?threadid=1308513b-057f-ee11-8179-00224827e8f9

And you can create a support ticket for professional assistance following the below procedure.
Get Help + Support - Dynamics | Microsoft Docs

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