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Finance | Project Operations, Human Resources, ...
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Electronic Reporting: Override filename on SharePoint

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Posted on by

Hi.

We are using Electronic Reporting in several different scenarios, though one topic is questioned again and again.

When running a report, that is setup to be saved in a SharePoint folder through Electronic Reporting, we often use a standard filename e.g. Label.txt. When running the report multiple times it does not override the existing file but creates a new file with a random post fix, e.g. Label (637538935231337790).txt.

Is there a setting either in D365 or in SharePoint where we can make it override the existing file instead of creating a new file with the post fix?

Thanks in advance.

  • WillWU Profile Picture
    22,363 on at

    Hi Qwaser,

    There is no such standard features, you could try out the free version of Docentric tool.

    Refer to:ax.docentric.com/.../

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Qwaser,

    The ER on SharePoint should not be overwritten but rather a new report version created.

    That is, you have only one single file there.

    That is true for excel. I have not tried text files.

    Best regards,

    Ludwig

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