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How do I add a Documents Tab?
What's the Difference between the Files and Documents Tab in an entity form?
Will one affect my storage capabilities more than the other? Does only one link to SharePoint?
Thank you!
Hello,
Please refer to this official article: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/organization-administration/configure-document-management#what-is-the-difference-between-document-types-and-file-types
Check also this post about "Files" tab: https://www.crmug.com/communities/community-home/digestviewer/viewthread?MessageKey=9ffe050d-afce-44cc-8ea5-0e41e254ebb7&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer
Hope this helps you.
Please mark the answer as verified if helpful. That will help others in future.
Do you have any video further information on this? These are helpful but to confirm: Are Documents Tab linked to Sharepoint and File is not? Torrado
I think that both will be linked to SharePoint when enabling the connection.
You can test that using a trial environment, enabling SharePoint integration and checking what happens with the Files and Documents uploaded.
Hi mfinch,
There is no difference between the Files and Documents Tab, both of them link to SharePoint.
By default, only Account, Contact, Lead and Opportunity forms have Files tab, you can refer to this document to add Files tab for other entities' forms.
https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/add-documents-tab-entity-main-form
You can follow below blog how to add document tab
https://mscrmonline.wordpress.com/2021/03/05/how-to-add-sharepoint-document-files-tab-to-a-dynamics-365-custom-table-entity-main-form/
By default, only Account, Contact, Lead and Opportunity forms have Files tab as I have shown in below snapshot for a vanilla instance
As per my understanding your concern is regarding storage so can I check you can use this File tab to map to share point and store your documents if there is no business requirement for different document tab.
As far as storage space is concern there is no difference all will go to same SharePoint storage if you have one SharePoint location.
Thanks,
Goloknath
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