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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Sending a documents fr...
Finance | Project Operations, Human Resources, ...
Answered

Sending a documents from D365FO to Third party application

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Posted on by Devidurga Parthiban 55

Hi all,

I'm looking for assistance in sending PDF files from D365FO to a third-party application or shared folder. Can anyone help me achieve this?

 

I have the same question (0)
  • Suggested answer
    Mohamed Amine Mahmoudi Profile Picture
    Mohamed Amine Mahmoudi 26,811 Super User 2026 Season 1 on at
    Hi @Devidurga,
     
    You have several solutions at your disposal.
    I suggest two solutions:
    1. through api
    2. through power automate and bessines event flows
     
    Best regards,
    Mohamed Amine MAHMOUDI
  • Layan Jwei Profile Picture
    Layan Jwei 8,282 Super User 2026 Season 2 on at
    Hi,
     
    Can you specify more? Would you like them to be sent once they get created or maybe once per day?
  • Suggested answer
    Deepak Agarwal Profile Picture
    Deepak Agarwal 9,247 Super User 2026 Season 2 on at
    Hello, 
     
    There can be more than one way to achieve this for eg
    1. Uploading PDF on SharePoint, Blob storgae
    2. Developing an API integration to send PDF file to external system. 
     
    You need to add more details on whats your need to get better answers. 
  • Devidurga Parthiban Profile Picture
    Devidurga Parthiban 55 on at
     

    Thanks for your suggestions, everyone.

    We have a requirement from the customer. They're asking that whenever they create a production order from a sales order, the attached document needs to be sent to a third-party application.

    I'm uncertain about how to proceed in this scenario, but they're okay with using SharePoint as the shared folder. They want the document to be sent from D365 to the third-party application whenever the production order is created. This is the condition.

  • Verified answer
    Layan Jwei Profile Picture
    Layan Jwei 8,282 Super User 2026 Season 2 on at
    Hi Devidruga,

    When you add the attachment, you can add it so that it directly goes to sharepoint if sharepoint is an option as u said

    Check out this link:
    https://stoneridgesoftware.com/steps-to-set-up-sharepoint-document-management-dynamics-365-finance/

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