Configure Document Management in Dynamics 365 Finance and Operations
This article explains how to configure document management (document handling) so that it stores file attachments and notes for records. It includes information about the concepts and features that are involved in this functionality.
To learn more about document management, watch the short Document Management video.
Configure Document Types
Document types are used to categorize the documents that you attach to records or the templates that you create. Each document type can be stored in a unique location.
A default set of document types is provided. You can use these document types to categorize an attachment as a file, image, note, or URL. The File and Image default document types are configured to use Azure storage as the location.
To create a new document type, follow these steps:
- Go to the Document types page.
- Select New.
- In the Type field, enter a short name for the new document type, such as SharePoint or HR Docs.
- In the Name field, enter a longer name, such as SharePoint files or HR Docs.
- In the Class field, specify a class to define the behaviour for the document type:
- Attach file – The user is prompted for a file.
- Attach URL – The user can enter a URL in the Notes field, such as
https://www.microsoft.com. The Open button on the Attachments page opens the URL in a browser tab. - Simple note – The user can add a note in the Notes field.
- If you specified Attach file in the Class field, in the Location field, specify the storage mechanism to use.
- If you specified SharePoint in the Location field, specify the Microsoft SharePoint address in the SharePoint Address field by selecting the Edit button (pencil symbol) and using the Folder selection dialog box.