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

data entity for importing attachment

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Posted on by 439

Hi All,

I  was looking for data entity which will import the attachment for the customers,I looked some data entities with document but not sure do we have any standard entity which will serve the purpose, please let me know or else need to go with the new customized new data entity.

I check  this entity DocuFileTypesEntity but the datasource is not DocuValue .

I have the same question (0)
  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hello rohit1900,

    Couple of links I can see discussed on this topic. You can go through below if this is helpful.

    https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/373447/uploading-attachment-to-current-record-in-dynamics-f-o-with-the-use-of-odataultility-library-c

    http://dynamicsnavax.blogspot.com/2018/06/import-document-handling-attachment.html

    https://www.cloudfronts.com/integrating-attachments-to-and-from-dynamics-365-operations/

    Kindly check and update on this thread.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hello rohit1900,

    I also checked with my technical team on this and got the idea that, it may not be possible by creating even with a custom data entity.

    However; it can be possible through custom classes and through API.

    Please check with your team on this and update us the status.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • Suggested answer
    Sergei Minozhenko Profile Picture
    23,093 on at

    Hi Rohit1900,

    There is no standard entity for attachments import for Customers and you need to develop your own entity.

    Check also discussion community.dynamics.com/.../supplier-document-handling-data-entity

  • Suggested answer
    Rahul Mohta Profile Picture
    21,032 on at

    you could easily use the general ledger attachment entity and develop for customer

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hello rohit1900,

    Kindly find all the suggestions made on this thread and provide us an update if anything is left to be discussed and if this case is sorted out.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • rohit1900 Profile Picture
    439 on at

    Yes I will try the above  suggestion and will let you  guys know the outcome.

    Thanks,

  • Suggested answer
    feelyd Profile Picture
    260 on at

    This article should point you in the right direction. It outlines a custom code approach  for attaching documents to the customer  Record.

    www.feelyconsultants.com/.../

  • Verified answer
    SouravDam Profile Picture
    11,730 on at

    Hello rohit1900,

    Is this sorted out? Kindly update us on this thread.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • rohit1900 Profile Picture
    439 on at

    issue resolved it worked

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