In Rental Management for D365 Sales, you can upload files. The files are uploaded to a SharePoint folder. For these Rental Management for D365 Sales entities, the path to the SharePoint folder is synchronized to D365 F&SCM:
Account: Synchronized to the related prospect.
Quote: Synchronized to the related rental quotation or project rental quotation.
Order: Synchronized to the related rental order.
From D365 F&SCM, using the synchronized path, you can access the SharePoint folder where the files are stored.
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, expand the general section (Prospect) or the header section (Rental quotation, Project rental quotation, Rental order, or Project rental order.)
In the SharePoint file path field, click the link.
In SharePoint, view the files for the record.