Need ability to edit attached documents. We maintain a lot of spreadsheets for different customer cards and sometimes need ability to make 1 change to a cell and save it. We can not do that currently from the file where it is located.
Current steps we have to accomplish this.
Download the document.
Open document.
Make cell change.
Save document under different new name.
Go back to dynamics, click select file/open record.
Click Choose.
Navigate to newly saved document, hit save/open.
Click on line with old document.
Hit delete.
Hit yes to verify.
Navigate to newly saved document on computer.
Delete the duplicate file off computer.
Routinely empty downloads folder to keep local drive space.

Ideal steps to make a change
Open document.
Make cell change,
Hit save.
Close.