You don’t have to leave Octiv to associate a document with a Microsoft Dynamics object such as an Opportunity, Lead, or Account.

Follow these steps to associate an Opportunity with a document:

  1. From the document, click the Properties tab
  2. Scroll down to Microsoft Dynamics Opportunity and click Search
  3. In the pop-up window, use the search bar to find your Opportunity
  4. Click the appropriate Opportunity
  5. Click Assign (you will receive a notification that the Opportunity is associated with your document)
  6. Click the Refresh Variables button in the Variables tab to associate the information from that Opportunity

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