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 .
issue resolved it worked
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.
This article should point you in the right direction. It outlines a custom code approach for attaching documents to the customer Record.
Yes I will try the above suggestion and will let you guys know the outcome.
Thanks,
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.
you could easily use the general ledger attachment entity and develop for customer
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
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.
Hello rohit1900,
Couple of links I can see discussed on this topic. You can go through below if this is helpful.
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.
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