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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to import attachme...
Finance | Project Operations, Human Resources, ...
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How to import attachment notes through DMF

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Posted on by Rubalingam S 83
Hi,
 
I need to import Attachment notes for user info through DMF. The attachment notes are stored in Docu Ref table but in this table some fields are RecId and TableID fields which are not creatable and editable. This table contain standard entity which only allows to read. When I tried by creating new Entity for this table it does not allow me to insert the record due to that non insertable fields. Is there any possible way to achieve it... 

Can someone guide me on this.
 
 
 
 
Thanks and Regards,
Rubalingam.S
  • Rubalingam S Profile Picture
    Rubalingam S 83 on at
    How to import attachment notes through DMF
    Hi Kelvin,
     
    I have tried all the things what you said but the RefRecId and TableId fields are mandatory field. So is there any other ways...?
     
     
    Thanks and Regards,
    Rubalingam.S
  • Rubalingam S Profile Picture
    Rubalingam S 83 on at
    How to import attachment notes through DMF
    Hi Andre,
     
    Iam using D365 F&O. There is a DocuRef Entity in D365 F&O but it only allow Read option.

    Thanks and Regards,
    Rubalingam.S
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    How to import attachment notes through DMF
    Hi,

    To import attachment notes through DMF, you can follow these steps:

    1. Create a new Entity for the DocuRef table in the Data Management workspace.
    2. In the entity structure, add all the necessary fields that you want to import, except for the non-insertable fields like RecId and TableId.
    3. Create a new data project in the Data Management workspace.
    4. In the data project, add the newly created entity and map the fields from your source file to the corresponding fields in the entity.
    5. Run the data project to import the attachment notes.
    Best regards,
    Kevin
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 294,800 Super User 2025 Season 1 on at
    How to import attachment notes through DMF
    Hi Rubalingam,
     
    Can you clarify if you are using Dynamics 365 F&O or Dynamics AX 2012? I can't remember that there was a standard entity for the DocuRef table on AX 2012. However, I might be wrong as I don't have an AX 2012 environment available to check the details.

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