Because the documents are stored on SharePoint, users who aren't running the app can directly access the documents with appropriate permissions.

You can store and manage documents in the context of a patient or care plan by using Microsoft SharePoint to share, manage, and collaborate efficiently. Share and view documents from within Dynamics 365 To learn more about connecting Dynamics 365 apps with Microsoft 365 mailboxes, go to Connect to Exchange Online in the Microsoft Power Platform admin guide.

More information: Dynamics 365 App for Outlook documentation Sync emails to Dynamics 365 to enable full visibilityĮnable your care teams to see their emails and meetings in the context of their patients and care plans. For example, view information about email or appointment recipients, or link an Outlook email or appointment to a record such as a patient or care plan. You can use Dynamics 365 App for Outlook to tap the power of the healthcare solutions while using Microsoft Outlook on the desktop, web, or tablet. Add context to your emails in Microsoft Outlook You can integrate the Microsoft Cloud for Healthcare solutions with other Microsoft 365 products, such as Outlook, Microsoft 365 mailboxes, and Microsoft SharePoint.

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