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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to show the alread...
Finance | Project Operations, Human Resources, ...
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How to show the already attached PDF Document Ref in D365 F&O into Power apps

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Posted on by D365TechUser 5

Hi.. I am trying to create new canvas app which should show all the Customer details. I have achieved this by using the existing public customer data entities and using them in the app but I have a requirement to show the already existing PDF attachments of that customer from D365 F&O into the power apps.. Please let me know on how to achieve this.. I believe we can use DocumentManagement::getAttachmentPublicUrl(docuref) to get the public URL but dont know how to use this in power apps to show it in PDF viewer. Kindly help me and provide your valuable suggestions.

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  • Tony zhong Profile Picture
    Tony zhong 897 on at
    RE: How to show the already attached PDF Document Ref in D365 F&O into Power apps

    Hi all,

    I am working on this issue also right now. Is there any solution yet ? As D365TechUser mentioned, we can always get the information from DocuRef. While using X++ function seems not help that much (I maybe mistaken, I'm not too sure), I guess to extend the CustomersAttachmentEntity to include DocuValue to get the BlobStorage info is more effective.

    I'm thinking when we already have all those list of document in the attachment's table, in our Apps will just list it out, so the next question is rather than show it instantly, why not download it to the machine running the Apps, and how to download it ? to show it then is up to the device it self (the phone or tablet)

    While the files are inside Blob Storage, does it means the Apps need to connect to Azure Blob Storage first ? While the Blob Storage is part of D365 package, and while the user who use this Apps is also D365 user, when login to this Apps, does it means it will have access automatically. 

    Sorry to just thinking out loud, I still doesn;t have a clear idea how to solve this issue.

    Any advice would be appreciated.

    Thanks,

  • D365TechUser Profile Picture
    D365TechUser 5 on at
    RE: How to show the already attached PDF Document Ref in D365 F&O into Power apps

    Hi Ludwig,

    Thanks for you reply. My requirement is to show the customer details in the power apps and if there are any attachments related to that customer in d365 F&O then the same attachment should be viewed in the power apps as well when the customer is selected.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 297,830 Super User 2025 Season 2 on at
    RE: How to show the already attached PDF Document Ref in D365 F&O into Power apps

    Hi D365TechUser,

    Thanks for the clarification. You can search for similar questions or create a new question on the Power Apps Community. 

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How to show the already attached PDF Document Ref in D365 F&O into Power apps

    Hi D365TechUser,

    Wonder why you need the customer details and the PDF attachment in a PowerApp?

    What do you try to achieve by doing that?

    Can't you simply open D365FO in your webbrowser on your mobile?

    Best regards,

    Ludwig

  • D365TechUser Profile Picture
    D365TechUser 5 on at
    RE: How to show the already attached PDF Document Ref in D365 F&O into Power apps

    Hi Andre, Thanks for suggestion. I have already created one new public custom data entity and created a new method with sysOdataAction but I dont know how to use this method in power apps to get the PDF attachment in power apps.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 297,830 Super User 2025 Season 2 on at
    RE: How to show the already attached PDF Document Ref in D365 F&O into Power apps

    Hi D365TechUser,

    You would need to have a public data entity or use a web service to interact with the attachments from external applications. This is not available for the customer attachments, so this would require a custom data entity or custom web service.

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