Unable to attach file in Customer Attachments

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Posted on by Prem sai

Document Upload Page pop-up is not showing while i am trying to attach new file in Customer Attachments in D365 F&O

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Martin Dráb 237,801 Most Valuable Professional on at

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Please give us more information about the problem.

Did it work before? Can you show us a screenshot of the setup of the document type you're using?

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GirishS 27,827 Moderator on at

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Hi Prem,

What type of file you are trying to upload?

Can you show us the screenshot of what is not working?

Thanks,

Girish S.

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Prem sai 25 on at

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We are Using the File Document type with share point storage.

The Exact problem is, when we clink on New in Customer Attachments and select the File Document Type the Document Upload Pop Up window is not showing to select the file path to upload. Below is the Document Pop-Up window from another environment.

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Mohit Rampal 12,565 Moderator on at

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Hi, Is this issue replicable with System Administrator role as well? If user role is other than system Administrator then try adding security privilege 'Document handling essentials' to that role.

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Prem sai 25 on at

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Yes, Facing the same issue with System Administrator role as well.

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GirishS 27,827 Moderator on at

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Does it work in some other forms?

Check whether the upload button is showing in some other forms.

Do you have any security role assigned other than System Administrator role?

Thanks,

Girish S.

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Prem sai 25 on at

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Hi Girish,

Facing the same issue with the Vendor attachments also. And only System Administrator role is assigned to my user.

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Mohit Rampal 12,565 Moderator on at

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Is this issue related only for files or other document types like Image also?

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Prem sai 25 on at

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For all the Document Types:- Files, images and all.

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GirishS 27,827 Moderator on at

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So, I am assuming that document management upload is not working in the server not only for customer attachment form.

Do you have any customization on Document management form?

Thanks,

Girish S.

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