D365FO users need the ability to attach documents and files (pdfs, excel files, whatever) to pages / records (eg vendors, items, sales orders, purchase orders, etc) within the system.

This forum thread refers https://community.dynamics.com/business/f/758/t/245391 .

To some extent this is just to make good on initial marketing promises made about the system which current functionality does not live up to.  (This resource https://madeira.microsoft.com/fr-fr/documentation/across-how-connect-disconnect-income-document-records/ says in the top paragraph that "you can also attach incoming document files to posted purchase and sales documents and to vendor, customer, and general ledger entries..". )

Thanks,

Malcolm