Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Attaching documents fr...
Finance | Project Operations, Human Resources, ...
Answered

Attaching documents from SharePoint to journals

(0) ShareShare
ReportReport
Posted on by M Anas Khan 1,424

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?

  • Verified answer
    M Anas Khan Profile Picture
    M Anas Khan 1,424 on at
    RE: Attaching documents from SharePoint to journals

    This has been resolved!

    We can achieve this without any code, MS Flow or PowerApps. All we need to do is:

    1. Open the SharePoint folder in Internet Explorer. This option is not available in other browsers!
    2. On right-hand side, click All Documents drop down
    3. Click View in File Explorer
    4. Once the SharePoint folder opens up in the Windows File Explorer, copy the URL from the address bar
    5. Go back to D365 Finance. Open the payment journal.
    6. Click attachments
    7. Click New > File. This will open the Windows File Explorer
    8. Past the URL in the address bar of the Windows File Explorer
    9. Choose the file directly from SharePoint.
    10. Done.
  • M Anas Khan Profile Picture
    M Anas Khan 1,424 on at
    RE: Attaching documents from SharePoint to journals

    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.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Attaching documents from SharePoint to journals

    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

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

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,145 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,917 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans