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[David Prinaris]

We are planning on using Sharepoint Online to facilitate document management in D365FO and have tested the base functionality with success, however we would like to be able to write metadata along with the document itself. I noticed this does not seem to happen when attaching a document in D365. Is this possible?

Thanks in advance,
-D

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David Prinaris
Dynamics 365 Developer
Alterra Mountain Company
Denver CO
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[Ludwig Reinhard]

Hello David,
We had the same issue and had to do some development to get the metadata transferred to Sharepoint.
The standard document attachment function only shows you a title and the created fields in Sharepoint.
Any other information that you want to send over needs a system modification.
Best regards,
Ludwig

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Ludwig Reinhard
Sycor
Goettingen
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[David Prinaris]

Thanks Ludwig. At least I know there isn’t any OOB functionality I’m missing.

Can you provide any further details into that specific development process? Were you able to pass values such as journal # for a document on a header?
?

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David Prinaris
Dynamics 365 Developer
Alterra Mountain Company
Denver CO
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[David Prinaris]

In case anyone has a similar requirement, I wanted to follow up that I did end up developing an extension to handle this, so feel free to reach out to me for any guidance.

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David Prinaris
Dynamics 365 Developer
Alterra Mountain Company
Denver CO
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[Ludwig Reinhard]

Hello David,
I continued to play around with this metadata stuff and got it work out of the box with the help of Flow.
This works as follows:
– enter a document in D365Fo (in my case a vendor invoice)
– attach the invoice picture as a document attachment. Here the important thing is that an invoice field – in my case the invoice description field – exactly matches the name of the picture that I attach.
– Once I have this link, I use flow to retrieve all the invoice information. Something like vendor name, business unit, company, etc.
– Once I got that I update the sharepoint item, which is possible because the sharepoint name field of my picture exactly matches the invoice description field that I use in d365FO.
Quite cool how this works.
I will post this on my blog in a couple of weeks after finalizing and ‘pimping’ the video.
Probably take a look at dynamics ax fico.
Cheers,
Ludwig

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Ludwig Reinhard
Sycor
Goettingen
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[David Prinaris]

Nice! I just recently started diving deep into Flow, so I can see how this would work as you say. This is a great option to consider for sure, especially because it can fill in the gaps that my solutions brings (supporting any file really), but mine has one distinct advantage as well.

Basically right before the file is transferred to SharePoint, my code modifies the document’s properties (our current requirements are only for xlsx files, but this will work with any XML-based Office format I believe) and inserts some custom properties/D365 values as well as setting some of the defaults (Title, tags, etc.). Then I created some columns in SharePoint that exactly match the property names and hence it auto-maps the values to them once saved. This is good because the D365 data is now part of the actual document, so even if you download it, you still know the relation.

Thanks again for the follow up Ludwig!

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David Prinaris
Dynamics 365 Developer
Alterra Mountain Company
Denver CO
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