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how to show folder location when we choose the file for upload in opportinity in dynamic 365

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Posted on by Rahul Rathore

11

how to show folder location when we choose the file for upload in opportinity in dynamic 365 and how we can change the path for the document.

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Yoshika Suzuki on at

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RE: how to show folder location when we choose the file for upload in opportinity in dynamic 365

You need to specify the target SharePoint site in the document management settings.

You will also need to click "Add Location" in the related record to add the location.

You should then be able to select the location you added in the related record.
Rahul Rathore 11 on at

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RE: how to show folder location when we choose the file for upload in opportinity in dynamic 365

Hello Naveen,

Thanks for your reply. Any other alternative way?

Thanks.
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Naveen Ganeshe 3,393 User Group Leader on at

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RE: how to show folder location when we choose the file for upload in opportinity in dynamic 365

Hello Rahul,

Unfortunately, we cannot customize the oob upload dialog.

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