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"Files Tab" on D365 Opportunity Form

  • 1.  "Files Tab" on D365 Opportunity Form

    Posted 19 days ago
    Hello All,

    Quick question, I know in the Release Wave 2 we are supposed to have the ability to pin the related documents tab to the main form instead of going through the "Related" option... But i cannot for anything figure it out. From other searching some say it should be there by default in the powerapps new form editor but i am having no luck.

    I should also mention it is a custom main form, which may or may not be the issue.

    Anyone had any luck actually pinning the documents tab?

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    Erik Seitz
    RJ Corman Railroad Group, LLC
    Nicholasville KY
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    Conference-CRMUG_200x200


  • 2.  RE: "Files Tab" on D365 Opportunity Form

    TOP CONTRIBUTOR
    Posted 18 days ago
    Hi @Erik Seitz, we haven't moved over to the Unified Interface yet but have enabled it and done some initial testing.  I noticed the new Files tab appeared on some forms in the classic interface when we deployed the wave 2 release.

    The Files tab only appeared on Main forms for Account, Contact, Lead and Opportunity.  I've tried to recreate the Files tab in the classic interface but it appears to be locked down.  Below are the Sub Grid properties for the Files tab on the Account Main form.  When I try to set the Data Source, the only entity I can see that is close to what I want is Document Locations but this isn't useful.  I can't see how to do it in the new Power Apps designer.

    We would definitely find the Files tab useful for custom entities so we'll have to go via the Related tab when we move to the UI.  Others may be able to advise on this but I'd suggest raising a support call with Microsoft but I suspect they'll say its locked down for the time being.


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    Mark Aston
    Engineer
    Ordnance Survey
    Southampton, UK
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    Conference-CRMUG_200x200


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