web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
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

(2) ShareShare
ReportReport
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 26,826 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 8,284 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 9,287 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 8,284 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/

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 345 Most Valuable Professional

#2
CU10121822-0 Profile Picture

CU10121822-0 304

#3
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 283 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP
License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans