Skip to main content

Notifications

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

data entity for importing attachment

(0) ShareShare
ReportReport
Posted on by 429

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 .

  • rohit1900 Profile Picture
    rohit1900 429 on at
    RE: data entity for importing attachment

    issue resolved it worked

  • Verified answer
    SouravDam Profile Picture
    SouravDam 11,723 on at
    RE: data entity for importing attachment

    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.

  • Suggested answer
    feelyd Profile Picture
    feelyd 260 on at
    RE: data entity for importing attachment

    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/.../

  • rohit1900 Profile Picture
    rohit1900 429 on at
    RE: data entity for importing attachment

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

    Thanks,

  • Suggested answer
    SouravDam Profile Picture
    SouravDam 11,723 on at
    RE: data entity for importing attachment

    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.

  • Suggested answer
    Rahul Mohta Profile Picture
    Rahul Mohta 21,014 on at
    RE: data entity for importing attachment

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

  • Suggested answer
    Sergei Minozhenko Profile Picture
    Sergei Minozhenko 23,089 on at
    RE: data entity for importing attachment

    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
    SouravDam Profile Picture
    SouravDam 11,723 on at
    RE: data entity for importing attachment

    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
    SouravDam Profile Picture
    SouravDam 11,723 on at
    RE: data entity for importing attachment

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,965 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,836 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans