web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Upload file from D365 f&o to cloud

(0) ShareShare
ReportReport
Posted on by 1,163

hi,

I have  a requirement where I need to upload a file on incremental basis to a specified location.

So is there a way to upload a text/csv file to cloud storage.
Can this be achieved via recurring batch entity. Can we use entities over here ?
Or the best way is to write a class with code to upload it to a specific folder.

Is there a way to save the file via the recurring batch , if yes then how can we achieve it 

thanks,

VM

I have the same question (0)
  • Martin Dráb Profile Picture
    237,807 Most Valuable Professional on at

    It depends on what you want to do with the storage. F&O already uses Azure blob storage for document management; maybe it would meet your needs.

    If you want to use a custom one, I see two options:

    1. Either you create a batch in F&O, as you said, and push files to Azure though its storage API.
    2. Or run something on schedule in Azure, e.g. a Logic App, which will download data from F&O and save it in Azure storage.
  • Vikas Mehta 21 Profile Picture
    1,163 on at

    thanks Martin for the quick reply.

    1. ok agreed

    2. we do not want to use any other software as it might increase the cost.

    So what I wanted to understand is that via the recurring batch API is there a way that the file gets created in csv and gets stored at a defined path.

    The client will use that file further to use it in other applications.

    I have to also import a file in some case which will be imported from a storage and I will have to download the contents and read it to a table.

    The reason I am asking this is just that I want to be sure that I am following the best approach before starting the development.

  • Martin Dráb Profile Picture
    237,807 Most Valuable Professional on at

    If you want to create a batch in F&O, you can't the recurring integrations APIs, because that's for the opposite scenario - calling F&O from outside.

    Also, what what do you mean from "a defined path". What kind of path?

  • Vikas Mehta 21 Profile Picture
    1,163 on at

    Thanks Martin

    If you want to create a batch in F&O, you can't the recurring integrations APIs, because that's for the opposite scenario - calling F&O from outside.- > agreed & Thanks.

    by defined path it can be a sharepoint folder or an azure blob storage path or a public IP address .

    Also I would like to ask whether it is possible to save the same file to a public shared location i.e. a  folder with access which is a folder on a standalone server.(eg. onpremise server.)

    I will also have to register the App on app registration to make this work

  • Martin Dráb Profile Picture
    237,807 Most Valuable Professional on at

    You can store file in Azure blob storage, for example, but you won't use a file path to it. You'll use a URL.

    Communicating with on-premise servers is technically possible, but usually avoided. You would need open your server for connections from Azure (or use a reverse proxy), you would have to have a service processing the requests and your server would have to be running all the time. Saving data in an Azure storage (blob, file) is easier and usually better.

  • Suggested answer
    Vikas Mehta 21 Profile Picture
    1,163 on at

    thanks Martin,

    I will write back when I face any further issue.

    Marking the q as complete

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 664 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 522 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 303 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans