Attach file to Journal Records from Share point location as an Attachment in D365 FO

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Hi Folks,

I have a requirement of attaching a file to a Journal Line record from the share point location specified in Document Management Parameters form.

When share point URL is configured in D365 Environment, whatever files we attach to a record gets automatically uploaded in location path of share point based on Document Type Setup in D365 FO.

The requirement is I need to attach a file which is already present in Sharepoint location to a Journal Line Record as an attachment through code in D365 FO.

Is there a way to link the files from share point to D365 without manually attaching and uploading in D365 FO .

Thanks in Advance.

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Development / Customization / SDK

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Blue Wang Microsoft Employee on at

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Hi Sanjay46,

You mentioned putting files on shared points.
I saw this: https://stoneridgesoftware.com/sending-flat-files-from-dynamics-365-for-operations-to-a-different-location/

You can try the FTP Method , building the DLL and binding the specified path.

I hope it will help you.

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Eugen Glasow 6,361 on at

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Create a duplicate of the LedgerJournalAttachmentsEntity entity (aka "General journal attachments"). Namely, square-headed Microsoftees declared this entity non-public. Then use Microsoft flow to pick up files from the Sharepoint folder and attach to the journal through this new entity. Please be aware the above entity attaches files to the journal header, not the lines.

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Ludwig Reinhard Microsoft Employee on at

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Hello Sanjay46,

Agree with Eugen, MS Flow should be able to handle that as long as you can establish a clear and unique connection between your journal lines and the Sharepoint element.

Best regards,

Ludwig

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Community Member on at

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Thanks Ludwig Reinhard and Eugen Glasow,

But could you please explain me how to pick up files from sharepoint folder using Sharepoint connector in Microsoft flow and map with D365 Connector . I went through some actions in Sharepoint connector in MS flow but I am unable to find an appropriate one to map with.

Regards,

Sanjay.C

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Eugen Glasow 6,361 on at

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The trigger is "Create file", obviously.

P.S. "Created or modified". Your screenshot shows Actions, but you need Triggers.

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Community Member on at

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Thanks Blue Wang ,

But the the requirement is I need to attach a file in D365 from Sharepoint folder location.

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Community Member on at

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Thanks Eugen for your prompt reply,

So you mean trigger will be create File, then it will be triggered when ever you upload a file to Sharepoint site in specific folder. But the requirement is we need to attach a file to Journal Record in D365 from Sharepoint location as attachment.

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Ludwig Reinhard Microsoft Employee on at

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Hello Sanjay46,

Not everything will work out of the box if you use journals.

You might have to modify / extend the existing entities.

Also you have to define where and how you establish the linkage to Sharepoint.

(How does the system know where to attach the document)

Another thing that you have to note is that you can only modify unposted journal transactions.

To get an idea how MS Flow can help realizing this, you can have a look at one of my older blog posts about vendor invoice recording and approvals where I did something similar.

Best regards,

Ludwig

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Eugen Glasow 6,361 on at

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[quote user="Sanjay46"]

Thanks Eugen for your prompt reply,

So you mean trigger will be create File, then it will be triggered when ever you upload a file to Sharepoint site in specific folder. But the requirement is we need to attach a file to Journal Record in D365 from Sharepoint location as attachment.

[/quote]

You did not disclose how the connection between the file and the record is established. Of course this depends on what happens first.

I assumed the journal is created first, then a file is uploaded. Otherwise how can you attach a file to something (journal line) what does not yet exist? Hence, the trigger would be at the Sharepoint side.

Of course you may also assume that they are created at the same time and start looping the journals, but how are you going to mark the journal [lines] as processed in this case?

Check out Ludwig's and Andre's blogs for inspiration.

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Community Member on at

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The files are already uploaded in Sharepoint portal in specific location path,

Relation between the record and file is that LedgerjournalTrans Table contains an additional field which carries information about the file name for each journal lines like below,

xxxx.sharepoint.com/test/documents/testfolder/journalInfo.xls

So initial design was a batch job that will be run by the user, which in turn reads the path from LedgerjournalTrans table through X++ code and add as attachment for specific journal in D365,
But after lot of analysis , I assumed the possibility to achieve this functionality through code is minimum,
So Let me explore through MS flow for this functionality,
Thanks Eugen Glasow & Ludwig Reinhard for helping me out .

Regards,

Sanjay.C

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