Is it possible to have the order confirmation pdf and an invoice pdf automatically saved to sharepoint folder when a new order/invoice is made or when an existing order/invoice is updated?
Good morning, afternoon, or evening :) depending on your location! Yes, it's possible to automatically save Order Confirmation and Invoice PDFs to a SharePoint folder when a new order or invoice is created or updated in Dynamics 365 Finance & Operations. Solution Approach
Use Power Automate (Flow)
Set up a Power Automate flow that triggers when a new order or invoice is created or updated.
Retrieve the PDF document from Dynamics 365.
Save the document to a designated SharePoint folder.
Configure Print Management in D365FO
In Print Management, set the destination for invoices and order confirmations to File.
Choose SharePoint as the file destination.
Ensure the file naming convention includes relevant details (e.g., Order ID, Invoice Number).
Use Docentric for Advanced Document Handling
If you need more customization, Docentric allows saving reports directly to SharePoint with dynamic folder structures.
You can configure placeholders to automatically organize documents by year, vendor, or order type.
Additional Considerations
Ensure SharePoint permissions allow Dynamics 365 to write files.
Set up folder structures dynamically based on metadata (e.g., customer name, order date).
If needed, configure email notifications to alert users when a document is saved.
Hope this helps!
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