Collaboration and document management
Collaboration and document management in Dynamics 365 are typically accomplished at a multitude of levels within the system. For example, on every screen that has the timeline included in the screen, we can attach notes as well as documents, emails, and other activities.
When attaching documents to the opportunity, you are saving those documents to the database and making the document available to Dynamics 365 Project Operations or Dynamics 365 CE Sales users only.
Note
They will not be able to get to the documents unless they have a license!
Alternatives are these: integration with Microsoft SharePoint or Microsoft Teams. Either way, either of these options has been utilized extensively throughout the history of Dynamics 365 CE Sales (from the earliest days of Dynamics CRM). The question of how is one that begins with how best you wish to integrate across the platform.
There is some inherent integration with Microsoft Teams at...
