Notifications
Announcements
No record found.
Hi there,
We have a business requirement to enable users to choose file directly from SharePoint when attaching documents to D365 Finance general journals. We know we can manually download the file from SharePoint to local computer and upload as an attachment to the journal in D365. However, our users don't want to perform this additional step and given that all the documents now are moving into cloud (like SharePoint) this requirement seems to make sense.
Is there a way to achieve this using out-of-the-box features? Or custom code is the only option?
Hi Muhammad,
You can achieve this with the powerplatform (flow, logicapp).
The main question is, however, how can you establish a link between your GL journals / journal lines and those documents?
To me it sounds like an invoice attachment scenario, is that right?
If so, why you record invoices in GL?
Best regards,
Ludwig
Hi Ludwig,
I mentioned GL journal just as an example. The requirement is when user clicks on the attachment icon on any record, e.g. a payment journal or free text invoice or a vendor master, user wants to attach the supporting document (which is stored in SharePoint) directly from the SharePoint online as in the file open dialog should be able to show documents from SharePoint.
This has been resolved!
We can achieve this without any code, MS Flow or PowerApps. All we need to do is:
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Martin Dráb 451 Most Valuable Professional
André Arnaud de Cal... 428 Super User 2025 Season 2
BillurSamdancioglu 239 Most Valuable Professional
