How to Upload Documents to the Account on Microsoft Dynamics

Step 1

Open the applicable Microsoft Dynamics via SharePoint

Step 2

Click on "Deals" on the bottom left navigation bar then click on "Accounts"

Step 3

On the far right is a search box - Click in the box and type the name of the Client you are looking for. Wildcards are supported

Step 4

Double click the resulting account returned by search to open it then click on the "Documents" button located on the left navigation area under the section "Common"

Step 5 

If you are accessing this clients information for the first time, Microsoft Dynamics will prompt you to create a directory, click "Ok" to authorise this action, otherwise proceed to step 6

Step 6

You are now able to upload documents by clicking on the Add Button and following the steps or for bulk loading, click on the open with SharePoint button

Step 7 (For Bulk Loading)

In the SharePoint web page that opens up, click on the Library tab

Step 8 (For Bulk Loading)

Locate the "Open with Explorer option and click on it to open a familiar Windows Explorer window that is now connected to the specific client folder.

You may now copy and paste documents and other files as you would a normal data directory.