09.01.2018, 22:12 | #1 |
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dennis365foroperations: Two features that have improved document management in Dynamics 365 for Finance and Operations
Источник: https://dennis365foroperations.blog/...nd-operations/
============== When you are working with Dynamics 365 for Finance and Operations, sure you can come along a long way storing data that is relevant to you using the standard available entities and fields. However, there’s always relevant data you want to have insight into not matching your standard process, let alone your standard solution. An introduction into document management Working with attachments can be very helpful to store related information to a specific record in Dynamics 365 for Finance and Operations. Whether it’s a file, note, URL or image you want to attach to a specific record, it’s an easy way to add relevant information for later reference. Over time there have been some features added that, in my opinion, have definitely improved document management in Dynamics 365 for Finance and Operations. Let’s have a look… 1. The preview pane A good improvement on this topic is the document preview pane. This does exactly what you’d expect, show a preview of the attached at hand. Whether it’s an image, PDF file or in example a Word document, a preview of the file will be shown allowing you to quickly check the attachment. The preview pane is not just a fixed preview thumbnail, but allows you control over the file by for example, scrolling or zooming in and out of the preview. Configure document preview2. The attachment presence and document count indicator Introduced with Platform Update 11, there now is an indicator to tell you whether an attachment is, or multiple attachments are, present on a specific record. When viewing a record, the system will indicate the number of attachments on that record by showing a count on the Attachments button. This number will indicate that there are attachments associated with the record, without having to navigate to the attachment details form. The count will show up to 9 attachments, with more than 9 attached documents being represented as “9+”. For more information, see Configure document management. An example of a record with one attachment. The attachment presence indicator indicates this by displaying the small ‘1’ icon on top of the attachment icon. Something on availability: The attachment presence and document count indicator functionality is available from Platform Update 11 onwards. Источник: https://dennis365foroperations.blog/...nd-operations/
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