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Finance | Project Operations, Human Resources, ...
Answered

Attachment management tool or tricks for Dynamics 365 Finance (or Supply Chain)

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Posted on by

Are there any tools or tricks optimized for better managing attachments in D365? Some users were attaching documents/files using the wrong file type and the wrong record in D365. I'd like to mass delete (or edit) redundant or broken attachment links as well - if possible.

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    305,150 Super User 2026 Season 1 on at

    Hi Joey8922,

    From your message, I don't understand exactly if it is related to one table or more and how many records. What exactly do you mean with the broken attachment links?

    Depending on the number of attachments, you can decide to manually delete them or create a runnable class which can automate certain parts.

  • AR-01121610-0 Profile Picture
    4,973 Moderator on at

    Hy,

    if you need more comfort and featuress handling attachments of diffenet kinds and processes as well as organizational integration you should consider to evaluate an Add-On to F&O for Document management.

    Appsource could be a good starting point. Geschäfts-Apps – Microsoft AppSource

  • Community Member Profile Picture
    on at

    Thanks Andreas, I wasn't able to find any available apps for F&O (/Finance & Supply Chain)

  • Community Member Profile Picture
    on at

    Hello Andre and thanks for the response. When I review the DocuRef (or DocuDeletedRef) tables, I see attachments that used to be hosted on our old fileserver. How can I find which record in D365 these attachments belong to - if there are no clues in the attachment name or description?

  • Verified answer
    André Arnaud de Calavon Profile Picture
    305,150 Super User 2026 Season 1 on at

    Hi Joey8922,

    The DocuRef table has reference table ID and record ID  fields which is the link to the original record where these attachments referred to.

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