How to Enable Attachment Functionality in Dynamics 365 Finance and Operations
Efficient document management is vital for seamless business operations. Are you looking to enable and customize the attachment functionality in Dynamics 365 Finance and Operations (D365FO)? This guide will walk you through the steps to activate this feature and enhance your document-handling capabilities.
Understanding the Business Need
Businesses often handle scenarios where attachments—such as invoices, purchase orders, or additional documents-are tied to forms like Sales Orders or Journals. These attachments streamline communication, improve transparency, and provide essential references. For example, attaching specific documents to Sales Order lines ensures clarity and supports collaboration.
Steps to Enable the Attachment Functionality
- Identify the Form
- a. Navigate to the form where the attachment feature is required (e.g., Sales Orders).
- b. Path: Account Receivable > Orders > All Sales Orders.
- c. Open a sales order, right-click the form, select Form Information, and copy the Form Name.
- Active Document Tables Configuration
- a. Go to Organization Administration > Document Management > Active Document Tables.
- b. Filter tables using the copied form name.
- c. Enable the relevant table for document attachments.
- Fine-Tune Access
- a. To restrict attachment functionality for specific forms, add their form names to the configuration. This allows tailored enablement based on business needs.
- Experience Enhanced Functionality
- a. Refresh your browser, and the “greyed-out” attachment button will now be activated for the chosen form or entity.
Bonus: Enabling Attachment Counts
Attachment counts provide a quick overview of the number of documents linked to a record.
- a. Navigate to System Administration > Setup > Client performance option.
- b. Enable the “DOCUMENT HANDLING COUNTS” option.
This feature offers instant visibility into attachment volumes, supporting better decision-making.
Why Use the Built-in Functionality?
While attachments can be enabled via backend configurations, the platform’s built-in tools are more efficient, aligning with best practices. Most forms already support this functionality by default, emphasizing its importance in D365FO’s design.
To conclude, by enabling the attachment functionality in D365FO, businesses can effectively manage critical documents, streamlining operations and communication. Don’t forget to implement the attachment count feature for quick insights.
Explore this functionality today to enhance your document management process
We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudFronts.com
