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Adding document via Timeline > Note does this save to Sharepoint

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Posted on by r4vvm 184

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

Does this save to Sharepoint? 

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Adding document via Timeline > Note does this save to Sharepoint

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

    pastedimage1612455887165v1.png

  • r4vvm Profile Picture
    r4vvm 184 on at
    RE: Adding document via Timeline > Note does this save to Sharepoint

    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
    meelamri 13,204 User Group Leader on at
    RE: Adding document via Timeline > Note does this save to Sharepoint

    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
    r4vvm 184 on at
    RE: Adding document via Timeline > Note does this save to Sharepoint

    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
    meelamri 13,204 User Group Leader on at
    RE: Adding document via Timeline > Note does this save to Sharepoint

    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

  • Suggested answer
    Ayaka Iwai Profile Picture
    Ayaka Iwai on at
    RE: Adding document via Timeline > Note does this save to Sharepoint

    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

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