The makes it easy for users to attach ERP documents to Dynamics SL data and screens. Using the newly enhanced Notes Icon now allows both entering notes and associating files with specific information.
Where are the files stored? Documents are saved to a , a Dynamics SL Doc Share location (via SharePoint), or a Network location. Only the links to the location of the files are saved within the Dynamics SL database - no need to take up more memory.
Attaching files is easy and done in 5 simple steps:
1. Browse to a location and upload a document
2. Link to existing documents
3. Link a document to multiple records
4. Enter a brief description about each uploaded document
5. Drag and drop files to upload them
What kind of documents can you attach? You can attach documents to Microsoft Dynamics SL data:
- Attach documents to Dynamics SL screens
- Use existing Dynamics SL notes feature to attach documents
- Quick and easy access to information by storing documents electronically and not in a filing cabinet or office
- Store or link numerous file types including scanned images, office documents, pictures correspondence and more
- Provide fast access to supporting documentation for transactions
- Store documents on a network or Microsoft SharePoint site for seamless sharing across the department
Interested in learning more? , r, or attend an upcoming event: https://www.sbsgroupusa.com/Pages/Events.aspx.
By: SBS Group -
