Document Management in D365FO

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Posted on by Community Member

Hi,

I have few questions that i am not able to find answer too regarding Document management in D365FO

1. as i can see that by default attachment from D365FO are stored in azure, is it azure blob ? is it the same location where my DB exist ? how much is the size of the standard blob that are included in our standard D365 subscription and where i can manage the size?

2. how can i choose what is best between SharePoint or azure blob ? as my business require to save attachments as PO, PR,drawings, invoices, vendor documents..etc...

3. why i can see external document management in the market for d365, any Cons with D365FO DMS ?

many thanks an advance,

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Sukrut Parab 71,710 Moderator on at

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The documents are stores in azure blob of you configure to store it over there. You can configure to store it on SharePoint as well. It's not same as your db location. If you want to see how those are stored , you can check those through azure portal. Dynamics 365 for Finance and Operations comes with 100GB of Blob file storage and you can buy additional storage.

With Azure blob or SharePoint you can save whatever attachments you want to save.

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Ludwig Reinhard Microsoft Employee on at

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Hello HighFive,

For 1: Please see Sukrut's answer

For 2: There are a number of factors that influence this choice. An important one is often the price for the storage of the different documents and the 'comfort'/'ease' of accessing them.

For 3: There are separate ISV solutions available. You can find a number of vendors here: msdynamicsworld.com/vendor-directory or on the MS appsource: appsource.microsoft.com/.../

Best regards,

Ludwig

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Community Member on at

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Thanks,

Basically as I understood that we can use the default document management within the d365FO for standard documentation process like PR,POs, invoices, different attachments.

will the attachments size overtime will affect the D365FO performance ?

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Ludwig Reinhard Microsoft Employee on at

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Hello HighFive,

There will certainly an impact if you add millions of large files and MS will probably adjust your system 'size', which causes you higher costs. For that reason, an 'external' solution, such as SharePoint is probably the better choice, not only from a performance perspective but also from a data access, search, ... perspective.

Best regards,

Ludwig

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Community Member on at

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Hello Ludwig,

I am bit confused, the files aren't stored in Azure blob storage ? then how the size is affecting performance ?

as per Sukrut, that azure blob is different storage separated than the default D365FO storage where AOS and DB are located.

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Community Member on at

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Hi

Could any one tell me how to configure the azure storage for document managment .I created a new document type with location azure storage but I want to know where we need give azure storage details

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