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Customer experience | Sales, Customer Insights,...

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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

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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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Naveen Ganeshe 3,397 User Group Leader on at

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Hello Rahul,

Unfortunately, we cannot customize the oob upload dialog.

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Rahul Rathore 23 on at

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Hello Naveen,

Thanks for your reply. Any other alternative way?

Thanks.

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Yoshika Suzuki Microsoft Employee on at

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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.

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