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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to see quote docum...
Microsoft Dynamics 365 | Integration, Dataverse...
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How to see quote documents from the order entity - sharepoint documents

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Posted on by Tessacq 295

Hi

We are using SharePoint documents with Dynamics 365 Sales. Our users would like to be able to see the documents uploaded in the quote when they are in the order. Is there any way to achieve this? 

Thanks in advance,

Teresa 

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: How to see quote documents from the order entity - sharepoint documents

    Hi Tessacq,

    Order and quote is N:1 relationship, so you want to view documents uploaded from parent record(Quote) in child record form(Order).

    You can refer the following links to create a flow to achieve it:

    Display SharePoint Documents related to Parent on Child Record in Dynamics 365 – Ryan Maclean (ryanmaclean365.com)

    Parent Documents on Child Entity – Technical Blog (technicalcoe.com)

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