Is there an existing feature in D365 F&O which allows Users to attach multiple documents (to any menu items like Journal entries, Invoices, Vendors, Customers .etc.) instead of attaching documents one by one? Looking forward to your response.
Ability to attach multiple documents versus one by one
This feature is not currently supported, you need to attach multiple documents at once through document management. But among us knows a way you can still upload in bulk by using another tool like SharePoint to integrate and manage documents.
Hana XueMicrosoft Employee
on 26 Jan 2024at02:57:33
Ability to attach multiple documents versus one by one
Hi, Didn't see much information about this, maybe you can refer to Andre's opinion. By the way, you might consider integrating FO with SharePoint, where you can take advantage of document libraries and the ability to upload multiple documents at once.For document management you can check the link: Dynamics Attachments (innovation-product-documentation.azurewebsites.net) Best Regards, Hana
Ability to attach multiple documents versus one by one
Hi,
Out of the box, using the user experience, the user will upload one by one. There might be an option to use data management features to import multiple attachments in one go.
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