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Hi All
I can attach documents to other documents but not to the Opportunity. Only notes are available by default to attach. Am I missing something?
Thanks
Hi
It is there but hidden, You need to use personalization to show it in page.
The links above is different to "Attachments". There are 3 options on this in sales documents
1. Attachments
2.Links
3.Notes
Hello Samantha,
If I go to Dynamics 365 Business Central, Sales, Opportunities and open an existing opportunity, there is an option to add an Attachment? The following is taken from SaaS tenant (demo):
Hope it helps.
I see. You mean attachment that opens "Document Attachment Details (1173, List)" page, I could not find it too. You probably need customization to add it to the page.
Hi, I checked the Opportunity card, it does not contain the function of attach document.
You can refer to the link below to customize it.
https://yzhums.com/11177/
Hope this will help.
Thanks.
ZHU
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