When you enter a sales order in Microsoft Dynamics 365 for Finance and Operations, a sales order file is automatically created in your ECM system (document management). All documents that belong to the sales order, regardless of whether you print sales order confirmations on paper or send them as PDF files, for example, are automatically saved in the ECM system in the corresponding category (document type). Incoming documents that are sent to you on paper or as a file are simply attached to the order in Dynamics 365 for Finance and Operations using the ECM integration or link documents received in the ECM system to the process in Dynamics 365 for Finance and Operations (back linking).
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