BACS File Destination

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Posted on by DynamicConsult

Hi Gang

We are trying to setup BACS files to generate and move toa folder in Sharepoint. (other destinations could be used) however I have configred Documents and parameteres to point to sharepoint etc but have missed something in this setup to select the specific folder.

Could anybody share a guide or page that shows the best way to set this up?

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Adis 6,193 Super User 2025 Season 2 on at

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Hey,

How do you generate these files, with ER?

Kind regards, Adis

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DynamicConsult 33 on at

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Sorry yes, through ER and will generate using that. #

Hopefully its simple enough to generate the file, use that to go to a file destination, that in turn will trigger automation to go to the bank and then Archive the file. Haven't set this up since 2012 properly.

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Adis 6,193 Super User 2025 Season 2 on at

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Hey,

Have you check out MS Learn how to use print destinations? There you can set up to be "printed" on a sharepoint site. As far as I understood you already have the ER configuration ready?

I would check out MS Learn.

Electronic reporting (ER) destinations - Finance & Operations | Dynamics 365 | Microsoft Learn

In case you have already, then it would be good to know at which step you are struggeling.

Kind regards, Adis

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DynamicConsult 33 on at

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Thanks for the reply, I have followed the guides and set this up however, unable to actually select a Sharepoint destination or folder what part have i missed.

From Doc types i cannot select the folder full address. (this is setup in parameteres to a sharepoint site and test connection is good.

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Adis 6,193 Super User 2025 Season 2 on at

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Hey,

I am not sure where exactly you are stuck.

From your screenshot, I see you have navigated to the same page page\side pane as in my screenshot. It seems you havent selected any title OR I could image that the sharepoint folders have a special permission, so that D365FO isnt allowed to see the folders.

Nevertheless, I selected D365StagingFiles and the folders popped up on the right side, so I could navigate to the folder I wanted, select it and confirm with Ok.

Could you describe\show more in detail where are you stuck when doing the same as I did?

Kind regards, Adis

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DynamicConsult 33 on at

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Update -

Set the destination to Archive and selected that as a folder location attached to share point.

The solution however was that there must have been access issues as a colleague of mine who apparently has same access was able to find the location and pin point share point to that folder.

Problem solved.

Kind Regards

Martin.

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