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

Notifications

Announcements

Season of Giving Solutions is Here!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Import file attachment...
Finance | Project Operations, Human Resources, ...
Answered

Import file attachments via DMF

(5) ShareShare
ReportReport
Posted on by Summit_Steve 16
I am looking to import file attachments from our legacy system to D365 F&O for various documents (Customer, Vendor, Sales order, Purchase order, Return order) during conversion/go live. I understand that I can export docuref attachments to a package format by way of DMF for any of the provided document handling data entities, and then import them because the resource folder will then contain the file to import. In my case, I do not have the file attachment in D365 already. What is the procedure to import docuref file attachments using DMF when the files do not already exist in D365? Is it a manual manipulation of a package export, resource folder and the manifest?
 
Thanks,
Steve
Categories:
Dynamics 365 Finance
I have the same question (0)
  • Summit_Steve Profile Picture
    Summit_Steve 16 on at
    Martin - Thank you for the response. That is the answer I was looking for.
  • Verified answer
    Martin Dráb Profile Picture
    Martin Dráb 238,310 Most Valuable Professional on at
    Yes, the export will give you the right format of the package (with the manifest file etc.) and you'll replace the data file with your actual references, and provide the files to attach.
     
    Note that I don't understand what you mean by "I do not have an option of using DMF data entities to import the numerous file attachments per docuref attachment entities to create some sort of import process for attaching files at go-live conversion".
  • Summit_Steve Profile Picture
    Summit_Steve 16 on at
    Thanks for the reply.  So are you saying that the first manually attached file will allow me to use DMF to export that file and its resources, which then can be used to create a full package of imports for that entity? Or my only option at go-live conversion is to manually attach the files I require to be imported to D365 for the various customers, vendors, orders.  I do not have an option of using DMF data entities to import the numerous file attachments per docuref attachment entities to create some sort of import process for attaching files at go-live conversion.
  • Martin Dráb Profile Picture
    Martin Dráb 238,310 Most Valuable Professional on at
    The problem that you don't have any attachment to export can be solved easily. Simply create a single attachment manually, so you can export it and get the package.
     
    Manually creating all the files is possible, but it would be much more work.

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

News and Announcements

Season of Giving Solutions is Here!

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…

Congratulations to the December Top 10 Community Leaders!

These are the community rock stars!

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

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 843 Super User 2025 Season 2

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 467 Super User 2025 Season 2

#3
Martin Dráb Profile Picture

Martin Dráb 338 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans