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.

In Rental Management for D365 Sales, you can view and open the files that are attached in D365 FO.

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 the D365 FO Files tab.
6.	To open a file, click the link in the File field.