In D365 F&SCM, you can attach files to records. The files are uploaded to a SharePoint folder. For these D365 F&SCM entities, the path to an attached file is synchronized to Rental Management for D365 Sales:
Prospect: Synchronized to the related account.
Rental quotation: Synchronized to the related quote.
Project rental quotation: Synchronized to the related quote.
Rental order: Synchronized to the related order.
Project rental order: Synchronized to the related order.
Uploaded files are stored in SharePoint in one general folder.
Steps
Sign in to Rental Management for D365 Sales.
In the Site map, click the desired entity: Accounts, Quotes, or Orders.
Select the desired record.
On the command bar, click Edit.
On the command bar, click Open.
In D365 F&SCM, click Attachments.
Click New, SharePoint.
Browse for and select the desired file.
Notes
For more information on how to set up SharePoint for D365 F&SCM, refer to Configure document management.