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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / D365 assistance.
Small and medium business | Business Central, N...
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D365 assistance.

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Posted on by CU28011351-0 3
Hi, can I get someone who can assist me with this task.  I am required to "properly bind and D365" a document. Where do I even start.
Categories:
Dynamics 365 Business Central
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  • Suggested answer
    OussamaSabbouh Profile Picture
    OussamaSabbouh 8,175 on at
    Hello,
     
    “Properly bind and D365 a document” is not a standard Dynamics term, so the first step is to clarify what’s actually meant. In most cases, people mean attaching or linking a document to a Dynamics 365 record (often Business Central) using Document Attachments or SharePoint integration, or binding a document/template to a transaction (invoice, order, etc.). Start by confirming which D365 product, what document, and what outcome (attach, auto-generate, store in SharePoint). Once that’s clear, the solution is usually straightforward and standard.
     
    Regards,
    Oussama Sabbouh
  • Suggested answer
    Aman Kakkar Profile Picture
    Aman Kakkar 2,637 on at
    Hey,
     
    Maybe if you could tell in detail about your requirement then the community could help.
     
    D365 have a lot of tools, which tool are you currently referring to?
     
    Thanks,
    Aman K

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