Document Handling in D365FO

Hi,

In my previous post, I discussed the configuration and setup for document management. In this post will explain the usage of this feature in D365FO. For the demo purpose, I have chosen a sample customer group record.

Step 1: In D365FO, navigate to the customer groups form(Path: Accounts receivable > Setup > Customer groups) and select the customer group record where we intended to attach the document. In my case, I selected customer group "Sample".

Step 2: Select the attachments icon on the toolbar(please note we can see the number of attachments for the current record in the small bubble on the right top corner of the icon).

Step 3: On clicking the attachments icon, document attachments form gets opened. Click on the new button and select File option.

Step 4: Browse to the desired location and select the required file.

I am trying to attach a word document that contains the discount percentages of the selected customer group.

Step 5: We can look at the content of the document with the help of Preview fast tab and also document can be opened with the help of the Open icon on the toolbar.

Regards,

Chaitanya Golla