Right now it is out of their normal process to click on the down arrow next to the record name, and click on Documents. Being a process they may not do every day, it could lead to repeated questions and frustration for the users.
We already have the repeated questions and frustration for usage of Connections. Because of that, I believe it is not being utilized as it should.
Comments
Hello Voni and Ashley, We are investigating your ask here. Linda
Category: Account, Contact, Calendar and Activity Management
Similar ideas: https://experience.dynamics.com/ideas/idea/?ideaid=1fed80c1-e6a4-e711-80c0-00155d7cb38d https://experience.dynamics.com/ideas/idea/?ideaid=5519cc6f-28c6-e611-80c1-00155d460f3c https://experience.dynamics.com/ideas/idea/?ideaid=f7538c56-131a-e611-80e2-c4346badc228
Category: Account, Contact, Calendar and Activity Management