In D365 FO, you can attach files to records. The files are uploaded to a SharePoint folder. For these D365 FO 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.

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.	On the command bar, click Open.
6.	In D365 FO, click Attachments.
7.	Click New, SharePoint.
8.	Browse for and select the desired file.

Notes

For more information on how to set up SharePoint for D365 FO, refer to Configure document management.