In the world of business, documents are at the core of most processes. From email attachments to network shares, documents are a central aspect of any business process.
Historically, sharing documents has had some challenges, especially with regards to collaboration.
Tools have now been created that allow multiple users to work on the same document. Document management was born from the need to work collaboratively on the same document.
SharePoint is such a tool, and it allows not only collaboration on the same document, but also versioning, metadata associated with a document, access control, and security through enterprise policies, retention, and other features. As such, this is a mature enterprise product with lots of features.
Within Dynamics 365, before SharePoint integration was available, documents were simply attached to a record's Notes field. While this works as a quick-and-dirty solution, it misses the mark on several aspects...
