The views and opinions expressed in this blog are those solely of the author(s) and do not necessarily reflect Microsoft’s current policy, position, or branding. For official announcements and guidance on Dynamics 365 apps and services, please visit the Microsoft Dynamics 365 Blog.
Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
It's Document Attach Week on the GP 2018 Feature of the Day Blog.
Why is document attachment important?
Document Attach enables users to attach multiple documents to Items, Customers, Vendors, Assets and Transactions. It makes it easier and reduces the number of clicks to get information by having instant access to documents like signed documents, W-9's, Contracts, Credit Reports, Customer POs, pictures. Any document you can think of can be attached or you could attach a link to a OneDrive site or SharePoint.
Now users don't need to search around various places.
Keep in mind, document attach stores documents in the SQL database, so for larger files, you will want an alternate location.
What does it look like? Here is where you click to attach a document.
Here is the attachment window. As you can see you can have an unlimited number of attachments and it stores date/time/user stamps.
In GP 2018 Document Attach added:
In GP 2018 Notes added to:
Document Attachment week continues tomorrow...
Correct. You can't attach a file folder. That might be a good addition for GP Next.
From what I can see, while you can attach URL shortcuts, it is not possible to attach folder or file shortcuts in DocAttach; folder shortcuts won't even try to attach and a file shortcut will actually attach the file the shortcut points to rather than the shortcut itself?
Business Applications communities