Implementing Microsoft Dynamics 365 for Finance and Operations Apps - Second Edition

Document handling

The document management feature (also known as document handling) enables users to attach documents to a particular transaction or a master data record in D365FO. It can be used to attach supporting documents, such as an invoice copy received from a vendor, purchase order quotes, and contracts. Different document types can be created and configured to be used across solution areas. Normally, separate document types are created for use by departments, as you can limit who can see the notes by the document type. You can save the notes and print them on output documents, such as purchase orders, packing slips, and invoices. The files that are attached can be viewed using the Attachment option on the Finance and Operations screen. ...