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 FO:

• Account: Synchronized to the related prospect.
• Quote: Synchronized to the related rental quotation or project rental quotation.
• Order: Synchronized to the related rental order or project rental order.

Standard procedure

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.	Click Related, Documents.
6.	Click Upload.
7.	Choose the desired file.
8.	Click OK.

Notes

For more information on setting up SharePoint for Rental Management for D365 Sales, refer to Set up customer engagement apps to use SharePoint Online.