How to Manage Attachments, Links, and Notes in Dynamics 365 Business Central

By Paul Johnson | January 14, 2021

Learning how to manage Attachments, Links, and Notes in Dynamics 365 Business Central can help you streamline your work processes.

Manage Attachments, Links, and Notes in Dynamics Business Central

In factBox on most cards and documents, you can attach files, add links, and write notes. This allows you to attach emails or supporting documents for Journal entries. The number behind the tab title indicates how many files, links, or notes exist.

business central attach links notes 1

You can also save a document as a PDF attachment. This is useful, for example, when documents follow multiple steps in a process such as the sales process. You can refer to a printout of the previous step.

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You can also add a URL link from a card or document. The link must be a valid internet URL.

You can also write a note on a card or document. This is used to communicate special instructions to other users of the document or card.

business central attach links notes 3

As you can see the ability to add notes, files, and links is a powerful feature in Microsoft Dynamics 365 Business Central. It allows you to stay organized by adding supporting documentation or communicating with other team members.

Questions?

Have a question about Business Central? Email our Dynamics 365 support team.

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