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Customer experience | Sales, Customer Insights,...
Suggested Answer

Adding document via Timeline > Note does this save to Sharepoint

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Posted on by 204

I wanted to ask when adding a document to a contact record via Timeline > Notes and attaching the document. 

Does this save to Sharepoint? 

I have the same question (0)
  • Suggested answer
    Ayaka Iwai Profile Picture
    on at

    No it doesn't.

    When adding a document on "document associated grid", the file is saved on SharePoint.

    docs.microsoft.com/.../set-up-dynamics-365-online-to-use-sharepoint-online

  • Suggested answer
    meelamri Profile Picture
    13,216 User Group Leader on at

    Hi,

    No it is not stored on SharePoint. In fact, the attachments consume the file part of your storage.  

    docs.microsoft.com/.../free-storage-space

  • r4vvm Profile Picture
    204 on at

    Thanks, how can i view documents stored this way as my storage is high and i need to ensure they are stored on sharepoint instead.

    Is there a way to turn off storing documents this way?

  • Suggested answer
    meelamri Profile Picture
    13,216 User Group Leader on at

    Hi,

    you can use the advanced find as shown below:

    pastedimage1612446355276v1.png

    You can move note attachment to SharePoint by using Power Automate. 

  • r4vvm Profile Picture
    204 on at

    Thanks, how can i also see what else is using the most storage.

    When i look in admin centre it just says database is taking up the most space

  • Suggested answer
    meelamri Profile Picture
    13,216 User Group Leader on at

    Take a look: docs.microsoft.com/.../capacity-storage

    pastedimage1612455887165v1.png

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