Export / Import attachments in Dynamics 365 Finance
Export / Import attachments in Dynamics 365 Finance
Document Management – Storing attachment and notes in D365 FO is a simple and easy go process . More information on configuring Document management is detailed in Microsoft document site.
Microsoft has provided an easy way to restore data from Tier-2 environments to other sandbox environments. But Attachment details are not exported in this case. So it would be a tedious job if the project is handling voluminous data with attachments.
More details on other missing data when exported is given as a screenshot below from the MS site,
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Now, coming back to our main topic on how to export / import attachments in D365 FO.
There are many out of box entities in D365 FO to support in the export and import of document – Like CustomerAttachmentsEntity , EcoResDocumentAttachmentEntity etc.
For more entities, search in AOT with the below filter.
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I tried using CustomerAttachmentsEntity for exporting the data, but it doesn`t export the field ‘FileContents’ which is needed while importing.
So I duplicated this entity and brought the logic for FileContents in POSTLOAD method.
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/// /// Entity used to Dual-Write document attachments for the CustomerAttachmentsEntity table. ///
public class AECustomerAttachmentsEntity extends common
{
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/// <summary> /// /// </summary> public void postLoad() { super(); if(this.RecId && this.DocumentId!= emptyGuid()) { DocuRefEntity baseEntity; select firstonly baseEntity where baseEntity.DocumentId == this.DocumentId; this.FileContents = baseEntity.FileContents; this.fieldExternallySet(fieldNum(AECustomerAttachmentsEntity, FileContents), false); } } } |
Build and sync the changes.
Now, let us configure a data project and export this entity as XML format. (any format is supported). On exporting, with the File contents would be exported as Resources folder in export package.
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Now, let us see on importing the package in another environment
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Upload and add the package which we downloaded in the previous step.
After the successful import, we will be able to see the attachment in the customer record
posted @ 2025-02-18 15:47 lingdanglfw 阅读(1) 评论(0) 推荐(0) 编辑