How should you approach this requirement?

You want to add documents to records in Microsoft Dynamics 365. You need the ability to search within the documents and associate documents with custom entities.

How should you approach this requirement?
A . Recommend adding the documents as Word Templates, and associate them with the needed entities.
B . Recommend setting up SharePoint integration, and enable it for the needed entities.
C . Recommend adding the documents as Sales Literature
D . Recommend adding the documents as attachments for the relevant records.

View Answer

Answer: B