lingdanglfw(DAX)

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2025年2月18日

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,

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.

I tried using CustomerAttachmentsEntity for exporting the data, but it doesn`t export the field ‘FileContents’ which is needed while importing.

Extending the standard entity and bringing the logic to export FileContents field is not working ,though there are no compilation errors.

So I duplicated this entity and brought the logic for FileContents in POSTLOAD method.

/// /// 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.

Now, let us see on importing the package in another environment

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

update readonly column for Dynamics 365 Finance

摘要: Updating an arbitrary read-only field in a configuration table in may pose a challenge in Dynamics 365 for Finance and Operations, especially in the p 阅读全文

posted @ 2025-02-18 15:35 lingdanglfw 阅读(3) 评论(0) 推荐(0) 编辑

2024年10月4日

Restore .bacpac file to DEV VM D365 FO

摘要: Restore .bacpac file to DEV VM D365 FO Restore .bacpac file to Development VMSteps: 1. Take Backup of AxDB database from Development VM 2. Open Comman 阅读全文

posted @ 2024-10-04 11:54 lingdanglfw 阅读(10) 评论(0) 推荐(0) 编辑

2024年9月24日

OAthV2

摘要: ContentText := 'grant_type=password' + '&client_id=' + UriBuilder.EscapeDataString(ClientID) + '&client_secret=' + UriBuilder.EscapeDataString(ClientS 阅读全文

posted @ 2024-09-24 14:39 lingdanglfw 阅读(7) 评论(0) 推荐(0) 编辑

2024年8月6日

How to debug the Sandbox/Test environment in D365FO

摘要: Steps Enable access for your IP address Go to lcs ->sandbox environment page. To connect to test environment RDP, you need to create Whitelist rule fo 阅读全文

posted @ 2024-08-06 16:44 lingdanglfw 阅读(13) 评论(0) 推荐(0) 编辑

2024年5月21日

database restore from LCS to local on D365FO after 10.0.39

摘要: Error message : Receive the following error while importing a bacpac to a Dev environment Error SQL72014: Framework Microsoft SqlClient Data Provider: 阅读全文

posted @ 2024-05-21 14:41 lingdanglfw 阅读(30) 评论(0) 推荐(0) 编辑

2024年5月6日

perf testing to be updated regedit key

摘要: making some changes to the registry. And to accomplish that we need to add the below DWORD values in our registry: On the [HKEY_LOCAL_MACHINE\SYSTEM\C 阅读全文

posted @ 2024-05-06 11:54 lingdanglfw 阅读(6) 评论(0) 推荐(0) 编辑

2024年4月28日

PerfSDK - Dynamics 365 FO

摘要: PerfSDK 1. VisualStudio Enterprise 版的VS 2. License for Visual Studio Enterprise不是很需要 3. .NetFramework要用4.6.1 阅读全文

posted @ 2024-04-28 15:40 lingdanglfw 阅读(7) 评论(0) 推荐(0) 编辑

2024年4月25日

Plugins Development in Dynamics 365 CRM

摘要: Part 1 – Setting up Visual Studio Project Pre-Requisites Here’s what you need to be have installed in order to proceed to writing a plugin – Plugin Re 阅读全文

posted @ 2024-04-25 17:19 lingdanglfw 阅读(53) 评论(0) 推荐(0) 编辑

Dynamics 365 F&O and firewalls - monitor Azure IP ranges

摘要: Contents hide 1 Azure IP Ranges: can we monitor them? 2 My proposal: an Azure function 2.1 Authentication 2.2 The function 2.3 Environment variables 2 阅读全文

posted @ 2024-04-25 17:13 lingdanglfw 阅读(6) 评论(0) 推荐(0) 编辑

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