Attachments behind the scene and tricks to improve them in D365 F&O (AX)
Description
Attachments can be added to almost every record in D365FO. Beside that they are used in a hidden way on several features. In this session we will demonstrate where attachments are stored, how they are deleted, how to use their metadata and how to use them for integrations. We will show were and how attachments can be used and how to improve the usability with small tricks and customizations.
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Learning Objectives
document types, default document type, storage locations
deferred deletion, recycle bin
massive operations
eInvoice, electronic reporting, print archive, product images
email & document attachments
integrations
Association
Handout(s)