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Storing Dynamics AX Document Attachments Within SharePoint

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With the release of Dynamics AX 2012 R2, a new document location type is available for the Document Types which allows you to archive files to SharePoint rather than to the usual network file …

With the release of Dynamics AX 2012 R2, a new document location type is available for the Document Types which allows you to archive files to SharePoint rather than to the usual network file locations. This is a much better place to store files since you can add metadata to the uploaded files, and also you can add features like version control and document security around the files.
In this example we will show how you can create a new document type that stores it’s attached files within SharePoint.

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  • 1. Dynamics AX | SharePoint | Document AttachmentsSTORING DOCUMENT ATTACHMENTS WITHINSHAREPOINT With the release of Dynamics AX 2012 R2, a new document location type is available for the Document Types which allows you to archive files to SharePoint rather than to the usual network file locations. This is a much better place to store files since you can add metadata to the uploaded files, and also you can add features like version control and document security around the files. In this example we will show how you can create a new document type that stores it’s attached files within SharePoint. © 2013. All rights reserved.
  • 2. Creating ASharePoint LibraryDocument TypeTo start setting up your new document type, open up theDocument types menu item from the Documentmanagement folder within the Setup group of theOrganization administration area page. © 2013. All rights reserved.
  • 3. Creating ASharePoint LibraryDocument TypeClick on the New button in the menu bar to create a newrecord, and then assign a Type, & Name to yourdocument type.Set the Class to Attach file and the Group to File.In the Location field, select SharePoint. © 2013. All rights reserved.
  • 4. Creating ASharePoint LibraryDocument TypeNow we need to create a SharePoint document library forour files to be sent to. To do this, open up SharePoint,and from the Site Actions menu, select the NewDocument Library menu item. © 2013. All rights reserved.
  • 5. Creating ASharePoint LibraryDocument TypeGive your library a Name and Description and then clickthe Create button. © 2013. All rights reserved.
  • 6. Creating ASharePoint LibraryDocument TypeWhen the Document Library has been created, copy thebase URL for the library. © 2013. All rights reserved.
  • 7. Creating ASharePoint LibraryDocument TypeThen paste the Document Library URL into the Archivedirectory field within the Document type that you are inthe middle of creating.You can now click Close to finish the process. © 2013. All rights reserved.
  • 8. Creating ASharePoint LibraryDocument TypeTo see this in action, open up an existing record, and clickon the Attachments button in the ribbon bar. © 2013. All rights reserved.
  • 9. Creating ASharePoint LibraryDocument TypeFrom the New dropdown menu item in the menu bar, youshould see the new document type that you just created. © 2013. All rights reserved.
  • 10. Creating ASharePoint LibraryDocument TypeIf you create a new attachment, you will be able tonavigate to the file that you want to attach to the record.When you click the Open button it will upload the file toSharePoint for you. © 2013. All rights reserved.
  • 11. Creating ASharePoint LibraryDocument TypeYou will be able to see the reference location for the newuploaded file in the notes section of the documentattachments form.Note: You can download and view the file by clicking onthe Open button in the header. © 2013. All rights reserved.
  • 12. Creating ASharePoint LibraryDocument TypeAlso, if you return to your Document Library inSharePoint, you will see file stored away there.How cool is that. © 2013. All rights reserved.
  • 13. AboutMurray Fife