Attach document as word file

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Posted on by TB-28100618-0

Dear team,

I got a task which is save document(report) as word in document attachment factbox like system's Attach as PDF action but in docx.

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Dynamics 365 Business Central

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YUN ZHU 83,249 Super User 2025 Season 1 on at

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Attach document as word file

Update:

Dynamics 365 Business Central: Save a document as a Word attachment (Attach as Word) – Customization

https://yzhums.com/63559/
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Khushbu Rajvi. 16,372 Super User 2025 Season 1 on at

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Attach document as word file

Adding more details:https://learn.microsoft.com/en-us/dynamics365/business-central/across-onedrive-overview

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-adding-a-factbox-to-page

https://learn.microsoft.com/en-us/dynamics365/business-central/ui-how-add-link-to-record
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YUN ZHU 83,249 Super User 2025 Season 1 on at

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Attach document as word file

Hi, hope the following can give you some hints. OneDrive can do the same thing.

Dynamics 365 Business Central: Manage attachments in SharePoint (Save attachments externally and do not use BC capacity)

https://yzhums.com/60356/

Dynamics 365 Business Central: Preview files within BC (PDF, JPG, PPTX, DOCX, XLSX, TXT, CSV, MP4…… Most file types supported for previewing files in SharePoint) – No JavaScript control add-in

https://yzhums.com/60673/

Thanks.

ZHU
Zain Mehmood 3,927 Moderator on at

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Attach document as word file

Hey @TB-28100618-0,

Great, can you please verify the answer.

Let us know if there’s anything else you’d like to clarify or add — that way we could close the thread if everything’s resolved.

Thanks!

Zain
TB-28100618-0 91 on at

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Attach document as word file

Yes, the customization creates action button that adds report to attachment factbox as docx is done.
Now I'm wondering if I can get path of onedrive of my file so I can add it to Links part of Factbox.
Thanks for the reply :)
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Khushbu Rajvi. 16,372 Super User 2025 Season 1 on at

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Attach document as word file

Yes, in Business Central, when you use "Open in OneDrive" or "Edit in OneDrive", the document gets temporarily uploaded to the user’s OneDrive for Business account via Microsoft 365 integration.

Check this options:

https://learn.microsoft.com/en-us/dynamics365/business-central/across-onedrive-overview

https://learn.microsoft.com/en-us/dynamics365-release-plan/2022wave2/smb/dynamics365-business-central/configure-onedrive-integration

https://demiliani.com/2022/05/05/dynamics-365-business-central-custom-onedrive-integrations/

https://yzhums.com/29685/

https://yzhums.com/19896/

https://simplanova.com/blog/how-to-access-onedrive-using-graph-api-in-business-central/
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Khushbu Rajvi. 16,372 Super User 2025 Season 1 on at

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Attach document as word file

Are you looking solution to create a custom action that behaves just like the existing "Attach as PDF" action, but instead of generating and attaching a PDF, it should generate a Word (.docx) version of the report and attach it to the Document Attachment FactBox on the page?
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Jainam M. Kothari 7,938 on at

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Attach document as word file

You can Integrate the same with SharePoint.
TB-28100618-0 91 on at

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Attach document as word file

I have an another question.
We can use Open In Onedrive or Edit in onedrive right?
How to retrieve that sourcepath of the onedrive file?
TB-28100618-0 91 on at

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Attach document as word file

Thanks for the replies,
I mean the question was a customization that adds report to attachment factbox.
Following works fine.

action(AddtoAttachment)

{

ApplicationArea = All;

Caption = 'Add to Attachment';

trigger OnAction()

var

CareerMovementLedgerEntry: Record "Career Movement Draft";

ReportSelection: record "Report Selections";

Usage: Enum "Report Selection Usage";

begin

CareerMovementLedgerEntry := Rec;

CareerMovementLedgerEntry.SetRecFilter();

ReportSelection.SaveAsDocumentAttachment(

Usage::"Career Movement Draft".AsInteger(), CareerMovementLedgerEntry, CareerMovementLedgerEntry."Document No.", '', false);

end;

}

[EventSubscriber(ObjectType::Table, Database::"Report Selections", 'OnBeforeSaveReportAsPDF', '', false, false)]

local procedure OnBeforeSaveReportAsPDF(var ReportID: Integer; RecordVariant: Variant; var LayoutCode: Code[20]; var IsHandled: Boolean; FilePath: Text[250]; ReportUsage: Enum "Report Selection Usage"; SaveToBlob: Boolean; var TempBlob: Codeunit "Temp Blob"; var ReportSelections: Record "Report Selections")

var

ReportLayoutSelectionLocal: Record "Report Layout Selection";

CustomLayoutReporting: Codeunit "Custom Layout Reporting";

CustomerStatementSub: codeunit "Customer Statement Subscr";

LastUsedParameters: Text;

OutStream: OutStream;

begin

if ReportID = 78301 then begin

TempBlob.CreateOutStream(OutStream);

LastUsedParameters := CustomLayoutReporting.GetReportRequestPageParameters(ReportID);

Report.SaveAs(ReportID, LastUsedParameters, ReportFormat::Word, OutStream, GetRecRef(RecordVariant));

IsHandled := true;

end;

end;