Once you have entered an order in Microsoft Dynamics 365 for Finance and Operations, you can save any document (e-mail, fax, letter, etc.) in the sales order as a file attached to the sales order. The document automatically receives the corresponding properties so that it is always clearly mapped to a process. As soon as you release the document in the sales order, the information and the document are automatically saved in the ECM system.
Important for releasing documents
As soon as you release a document, it is archived in the ECM system and is locked for further processing.
Here's how
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Click on the symbol for the attachments (paper clip) in the sales order header.
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Select a file to upload.
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Drag the file onto the drop zone (edoc logo) in the form and drop it.
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Select the indexing definition in the Index definition ID field in the dialog.
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Move the slider for Is released to Yes to archive the document in the ECM system.
The document still exists as an attachment to the process in Dynamics 365 Finance and Operations and also exists in your ECM system.
Tip
In the default view for attachments, you can check the status of the attachment in the archivelink Attachment section and change it if necessary.
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If necessary, you can change the indexing definition if you have not yet released the document.
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You can release the document for archiving if you have not already done so in the previous steps.