Once you have entered an order in Microsoft Dynamics 365 Business Central, you can save any document (e-mail, fax, letter, etc.) in the sales order as a file for the sales order. The document automatically receives the corresponding properties so that it is always clearly assigned to a process.
Drag the document with the mouse onto the ECM dropzone FactBox and drop it. The document is automatically saved with the corresponding properties from the job.
The document is now saved in your ECM system.