Ability to attach multiple documents versus one by one

Like (1) Share

Report

Posted on 25 Jan 2024 14:57:10 by CU11111452-0

Hello,

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.

All responses (3)

Answers (0)

CU07010422-0 2 on 07 Jan 2025 at 04:30:11

Like (0)

Report

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 Xue Microsoft Employee on 26 Jan 2024 at 02:57:33

Like (0)

Report

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
André Arnaud de Cal... 293,440 Super User 2025 Season 1 on 25 Jan 2024 at 21:10:51

Like (1)

Report

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.