Pdf attachment logging in a form field

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Posted on by Ramkishor reddy

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Hello all,

I have a requirement in d365 f&o. I'm logging the details which is being sent through email in a new form . Is it possible to log the Pdf attachment in a separate field which is being sent through email ? If yes how to do it ?

These are the details I'm logging. Along with these I want to add a separate field named "Attachement" and if i click on that the pdf file should open.

Any suggestion will be appreciated.

Thanks in advance!!

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Dynamics 365 Finance

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Ramesh Kumar 7,529 Super User 2025 Season 2 on at

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I have never done this before but Use DocuRef and DocuValue tables. Store the PDF file using standard document management features Link the document to your custom record via RefRecId and RefTableId

Thanks, Ramesh

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