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powerapps-docs/maker/TOC.yml

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href: ../user/track-your-progress-with-dashboard-and-charts.md
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- name: Add Power BI dashboards
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href: ../user/add-powerbi-dashboards.md
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- name: Collaborate using SharePoint
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href: ../user/collaborate-using-sharepoint.md
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- name: Search records
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items:
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- name: Compare search and find options
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href: ./canvas-apps/working-with-form-layout.md
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- name: Understand cards
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href: ./canvas-apps/working-with-cards.md
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- name: Display a full-sized image
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href: ./canvas-apps/display-full-image-on-form.md
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- name: Add a list
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items:
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- name: Add a list box, a drop-down list, or radio buttons
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---
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title: Collaborate using SharePoint | Microsoft Docs
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description: Learn how to collaborate using SharePoint within a model-driven app
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documentationcenter: ''
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author: Mattp123
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manager: kvivek
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editor: ''
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tags: ''
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ms.service: powerapps
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ms.devlang: na
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ms.topic: conceptual
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ms.component: model
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ms.date: 11/20/2019
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ms.author: matp
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search.audienceType:
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- maker
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search.app:
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- PowerApps
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- D365CE
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---
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# Collaborate using SharePoint
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Manage common document types, such as Word, Excel, and PowerPoint and create folders to save and manage those documents that are seamlessly stored in SharePoint from within a model-driven app.
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> [!NOTE]
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> This feature requires that your system administrator has enabled SharePoint document management. More information: [Manage your documents using SharePoint](/power-platform/admin/manage-documents-using-sharepoint)
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For account and contact records, a default document ___location folder is automatically created on SharePoint the first time you go to the **Files** tab. For other standard or custom entity records, go to the **Related** > **Documents** tab. The name of the document ___location is in this format: <record_name>_<record_id>.
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By default, the ___location is set to Documents on Default Site 1.
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## Add a document
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1. Open an account or contact record and select the **Files** tab. For other standard or custom entities that are enabled for document management, select the **Related** tab, and then select **Documents**.
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2. Choose from the following options.
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- To create a new document, select **New**, select the document type you want, such as Word, Excel, or OneNote, and then enter a name. Select **Save**. The blank document opens in a new tab.
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- To add an existing document, select **Upload**, select **Choose File**, browse to and select the file you want, and then select **Open**. Select **OK**.
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The document file appears in the **Document Associated Grid** view.
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> [!div class="mx-imgBorder"]
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> ![](media/add-doc-sharepoint.png "Add document to SharePoint")
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The document also appears on the SharePoint site folder ___location.
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> [!div class="mx-imgBorder"]
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> ![](media/doc-on-sharepoint.png "Document on SharePoint")
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## Manage SharePoint locations
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You can create new or edit existing SharePoint locations from a model-driven app.
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1. In the **Files** list on the command bar, select **Open Location**, and then select the ___location.
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2. To edit the ___location, on the command bar, select **Edit Location** <___location name>.
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The **Edit Location** dialog box appears.
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3. The display name, parent site, and folder name are automatically populated. Enter details about the new ___location, and then select **Save**.
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4. To add a ___location, on the command bar, select **Add Location**.
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5. The **Add Location** dialog box appears.
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> [!div class="mx-imgBorder"]
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> ![](media/add-___location-dialog-box.png "Add ___location dialog box")
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6. The display name, parent site, and folder name are automatically populated. Change the details if required, and then select **Save**.
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## Actions on documents
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When you select one or more documents in the Documents list, you can take the following other common SharePoint actions on the documents:
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- Edit
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- Delete
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- Check in
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- Check out
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- Discard check out
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- Edit properties
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## Files tab FAQ
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*Why was the ___location to access documents moved?*
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- We moved the command to make documents easier to find with fewer clicks.
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*Has the Documents tab gone away?*
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- No, it hasn’t gone away. Users can still access the documents associated with the record in question the old way, simply by clicking the Related menu and then the Documents link.
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*With the change, will subfolders in SharePoint still be created automatically?*
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- Yes. The behavior is similar to that of the **Documents** link under the **Related** menu. When a user selects the **Files** tab for the first time, the corresponding SharePoint sub-folder is created by the system.
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*Is there a way to add the Files tab to other entities or remove it?*
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- Yes. To add or remove the File tab, follow the steps in this article. [Add the SharePoint documents tab to the main form for an entity](../maker/model-driven-apps/add-documents-tab-entity-main-form.md)
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*Where can I send my feedback about this change?*
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- You can send your feedback to the Dynamics 365 Sales Office and Teams Integration team at this email address: [email protected]
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### See also
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[SharePoint, OneNote, and OneDrive integration with Common Data Service](../maker/common-data-service/sharepoint-onedrive-onenote-intro.md)

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