Integrating attachments to and from Dynamics 365 Operations

Dynamics 365 for finance and operations is an ERP solution that helps you to streamline the processes and helps you to become efficient. ERP stands for enterprise resource planning. It is a cloud-based application that helps the team members to work with each other with ease. This product is developed by Microsoft and is one of the most popular ERP solutions in the world. 

Installing and using this application is not that difficult. If you put in some effort, you will quickly learn how to use this system with ease. You will get to enjoy so many awesome features when you use this particular ERP suite. If you are a new user, it might take some time before you understand how to navigate or do certain tasks in it. 

In this blog article, we will see how we can integrate attachments to and from Dynamics 365 Operations. We need to create a Data Entity which will be general for integrating all attachments to other systems. Attached data will be passed in the Attachment field and transferred in Byte Array format.

Prerequisites:

  1. D3fO Environment.

Steps:

  1. Create new Project.
  2. Duplicate the Entity
  3. Make the Entity general for attachments.
  4. Build and Synchronize the Project.

Create a new project

    1. Open Visual Studio.
    2. Go to File -> New -> Project.
    3. Select Operations Project. Provide a Project Name and Solution Name.

  1. Click OK.

Duplicate the ‘EcoResDocumentAttachmentEntity’ Entity

  1. Go to AOT -> Data Model -> Data Entities -> EcoResDocumentAttachmentEntity.
  2. Right Click EcoResDocumentAttachmentEntity -> Duplicate in project.

Make the Entity general for attachments.

    1. Change Entity Property.

    1. Delete EcoResProductImage DataSource
      Go to Data Source -> Docuref DataSource -> EcoResProductImage. Right Click EcoResProductImage -> Delete.

    1. Delete fields

  1. Change Entity name in methods
    Go to Methods. Press F7. Replace EcoResDocumentAttachmentEntity with new Entity Name.

Build and Synchronize the Project.
Build the Project and Synchronize the Database.

So, this will create an entity to integrate attachments to and from D3fO. Let me know your reviews. I will soon come up with more articles, as I further explore D365 Operations.

 


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