Document management Dynamics 365 Finance and Operations

April 21st, 2019 by Stephen Jones Leave a reply »

Document types are used to categorize the documents that you attach to records or the templates that you create.
Each document type can be stored in a unique location.
A default set of document types is provided. You can use these document types to categorize an attachment as a file, image, note, or URL.

By modifying the list of file extensions that are allowed, you can control the types of files that users can attach to records.

The File and Image default document types are configured to use Azure storage as the location. Microsoft SharePoint Online is one of the storage locations that are supported natively. Currently, only SharePoint Online is supported. Support for on-premises SharePoint (a local SharePoint server) may be added in the future. SharePoint communication works for the current user only if the following conditions are met:
• An Office 365 license is associated with the user’s account.
• The user is a typical user on the tenant, not an external user (for example, a user from another tenant).
• There is a SharePoint site for the tenant (for example, Contoso.SharePoint.com).

A good improvement is the document preview pane. This does exactly what you’d expect, show a preview of the attached at hand. Whether it’s an image, PDF file or in example a Word document, a preview of the file will be shown allowing you to quickly check the attachment. The preview pane is not just a fixed preview thumbnail, but allows you control over the file by for example, scrolling or zooming in and out of the preview.

The attachments preview uses the Web app Open Platform Interface (WOPI) that is provided by Microsoft Office Online Server. On the Document management parameters page, on the General tab, in the Office Web Apps Server field, specify the Office Online Server instance to use for attachment previews. The default value is https://onenote.officeapps.live.com. This value points to the cloud-based WOPI server.

Introduced with Platform Update 11, when viewing a record, the system will indicate the number of attachments on that record by showing a count on the Attachments button. This number will indicate that there are attachments associated with the record, without having to navigate to the attachment details form. The count will show up to 9 attachments, with more than 9 attached documents being represented as “9+”.

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