---
title: "Upload files in D365 F&SCM"
slug: "upload-files-in-d365-fscm"
tags: ["Task topic"]
updated: 2026-03-20T16:48:01Z
published: 2026-03-23T11:18:14Z
canonical: "docs.staedean.com/upload-files-in-d365-fscm"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Upload files in D365 F&SCM

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 STAEDEAN 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

1. Sign in to **Rental Management for D365 Sales**.
2. In the Site map, click the desired entity: **Accounts**, **Quotes**, or **Orders**.
3. Select the desired record.
4. On the command bar, click **Edit**.
5. On the command bar, click **Open**.
6. In D365 F&SCM, click **Attachments**.
7. Click **New**, **SharePoint**.
8. Browse for and select the desired file.

> [!NOTE]
> **Notes**
> 
> For more information on how to set up SharePoint for D365 F&SCM, refer to [Configure document management](https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/organization-administration/configure-document-management).