Document handling in d365fo

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Posted on by @rp@n

How will work with Dicument handling in d365fo?

Please give me more shed on this

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Ludwig Reinhard Microsoft Employee on at

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RE: Document handling in d365fo

Hello @rp@n,

To get an overview on document handling, you can have a look at the following MS docs site:

docs.microsoft.com/.../configure-document-management

Best regards,

Ludwig

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@rp@n 30 on at

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RE: Document handling in d365fo

Thanks Ludwig,

I know the concept of Document handling

I just wanted to know, is there ANY CHANGES between AX 2012 OR D365FO in Document handling process??

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Junaid Idrees on at

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RE: Document handling in d365fo

Hi @rp@n,

In earlier versions of Microsoft Dynamics AX, the functionality was called document handling. In D365 FO, it’s called document management. The functionality is same with some enhanced value added features Now document management can also be integrated with Office 365.

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WillWU 22,361 on at

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RE: Document handling in d365fo

Hi @rp@n,

Please check the document about document management in AX2012:

docs.microsoft.com/.../configure-document-management

D365FO is a cloud-hosted SAAS product, so the document management for D365FO is mainly based on SharePoint.

In contrast, document management in AX2012 is stored locally, which is probably easier to understand.

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A.Prasanna 8,223 on at

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RE: Document handling in d365fo

Here are some usefull links /Threads

1. https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/371965/document-management-in-d365fo

2.https://stoneridgesoftware.com/steps-to-set-up-sharepoint-document-management-dynamics-365-finance/

3.https://powerobjects.com/2019/07/01/configuring-azure-attachment-management-and-azure-blob-storage/

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