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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Making Documents tab a...
Microsoft Dynamics CRM (Archived)

Making Documents tab always appear

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Posted on by OllyMUK 305

Hi all

Is it possible to have a list of the documents, from the Documents tab, showing on the Summary tab of the Account Form?

I would like the user to be able to access a list of documents (ideally most recent docs) on the Summary tab rather than having to click Related > Documents. 


Or perhaps have the Documents tab always shown. That would at least reduce the number of clicks. 

Any ideas?

Olly

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  • Suggested answer
    Wouter Madou Profile Picture
    Wouter Madou 3,392 on at

    No it is not possible.

    However! Wait for the release 2 wave in October 2019 .

    It is a scheduled feature :).

    Only available in Unified interface ofc.

    docs.microsoft.com/.../improve--simplify-most-common-sales-workflows

  • Suggested answer
    SF Coder Profile Picture
    SF Coder on at

    Here is a write up on how to add a SharePoint Document Management "Files" Subgrid to an existing Summary Tab

    mscrmonline.wordpress.com/.../

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