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[Liz McBride]

Hello:

We are looking for anyone who has had experience in either researching and/or the implementation of using Sharepoint for AX document management.   

We would like some input on issues such as document segregation (say by AX module), how this is attained, how difficult is the setup, and how user friendly using this method to store documents is.

Thank you in advance for your input.

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Liz McBride
Business Analyst
Sears Manufacturing Co
Davenport IA
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[Mark Pratt-Barlow]

Hi Liz,

We are in the process of implementing AX document management using SharePoint split up by various business areas. Previously, we have used the file system for AP attachments. We found that we cannot move all of these attachments to SharePoint and maintain the links in AX; they get updated but won’t open from within AX.

So, we are planning to start fresh with new AP attachments in SharePoint and leave the old ones in the file system with their original links. We are also implementing attachments for Purchasing in SharePoint. We set up a SharePoint library for each business area and different Document Types in AX for AP and Purchasing.

It is a pretty quick setup once it is understood especially if you have not used the file system previously. If you haven’t seen it yet, the information in this link gives a good overview with implementation steps:

https://technet.microsoft.com/en-us/library/dn631953.aspx

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Mark Pratt-Barlow
Sr. Systems Analyst
City of Redmond
Redmond WA
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[Dan Leahy]

Hi Liz! 

At Braun Intertec, we use SharePoint Online for our Project Collaboration sites.  I’d be happy to share our experience and show you the solution.  Feel free to private message me and we can get a call set up!

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Dan Leahy
Applications Development Manager
Braun Intertec
Bloomington MN
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