21

With the release of the new feature, the Contact, Opportunity, Lead, and Account entities can now be referenced on the "File" tab in addition to the "Related" tab when viewing documents on the subgrid.


https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/improve--simplify-most-common-sales-workflows#feature-details

 - Make the Documents tab visible in the main form for Contact, Opportunity, Lead, and Account entities.


However, for other entities (including custom entities) ,we still have to open the "Documents" tab from the "Related" tab before we can view them.

The customer would like to be able to see the documents in any entity in the "File" tab as well.

We believe this will increase the variation in the operation of Dynamics 365 Online and streamline the cutomer's business.

STATUS DETAILS
New