Steps to Set Up SharePoint for Document Management in Dynamics 365 Finance

by | Updated December 23, 2020 | Dynamics 365 for Finance and Operations, SharePoint

SharePoint is a valuable resource when it comes to storing, managing, and sharing documents. Follow the steps below to:

  • Successfully set up a SharePoint site specifically for files related to Dynamics 365 Finance
  • Setup Print management for Customer statement to use SharePoint
  • Attach a document to a Sales Order header that will be stored in SharePoint

1) Create a new SharePoint Site (document library) in SharePoint online

2) In D365 Finance, go to Organization administration> Document management> Document management parameters> select SharePoint on the left. Enter your organization’s SharePoint server name –

Note: You will receive an access error if you do you have the proper SharePoint permission. Work with your SharePoint administrator to get access.

3) In document types (Organization admin> Document management> Document types, select File on the left, enter a name under the Name field (eg: File_JackieSP), fill in the rest of the fields like below:

Note: You may create different File types for different SharePoint document libraries. Example above, FILE_AP is using a different SharePoint document site.

Click on edit (pencil icon), next the SharePoint Address field and select the SharePoint site and folder you would like your document saved to.

4) User Options – make sure document handling is enabled

  • Click on the gear icon in your D365 Finance session, on the top right and select User options

  • Select Preferences on the left and under Miscellaneous, make sure Document Handling is set to Yes.

Set Up Print Management for Customer Statement to Use SharePoint:

1) AR > Setup> Form setup, click on Print Management link –

Print Management

2) Select Customer account statement then Original<Default> (or you can right-click and create a new one), click on the left arrow on the Destination field, and select Printer Setup)

Print Management Setup

3) In printer setup, select File on the left, set “Save in print archive” to Yes, give the file a name, set format to PDF.

Print Destination Settings

Note: Save in print archive must be set to Yes here.  Otherwise, the document will not get created in SharePoint. You only the File for the file type option in printer management. If you have created different file types for different SharePoint document libraries, they will not show up here.

To test the above setup, run a statement for customer Contoso – select the customer Contoso from All customers, click on the Collect tab, select Statements in the customer balances group.

The customer statement will show up on screen after it’s been created. You can turn it off by going to Document management parameters, then select File types on the left, then find the document type you are interested in and change the “Natively web Renderable” to No.

Now in your SharePoint site, and you will see the new customer statement pdf file there as well.

Attaching a Document to a Sales Order Header That Will Be Stored in SharePoint

Open a Sales order header then click on the paper clip on the top right.  Note the number on the paper clip indicate the number of documents attached to the sales order header.

At this form, click on New, then select File in the drop-down to attach a document –

Note: You will see the different file types you’ve set up here. So, if you have set up different file types for different SharePoint document libraries, it will be listed in the dropdown (eg. File_AP)

Next, browse to the file you would like attached to this SO header –

Click on Save and close the Form. Now you will see the number 1 on the paper clip.

Finance and Operations

If you navigate to your SharePoint Document library, you will also see the document/file you’ve just attached to your SO header.

 

If you have questions or run into any issues, please reach out to the team at Stoneridge Software for guidance.

 

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

september

01sep10:00 am10:30 amEnsuring Quality and Compliance for Batch Manufacturers in Life Sciences

01sep12:00 pm12:30 pmIs it Worth It to Move to the Cloud? A Look at Considerations for Current Agribusinesses Using Dynamics GP

01sep2:00 pm2:45 pmWhat’s New in Dynamics 365 Finance and Supply Chain

09sep11:00 am12:00 pmConfab Live with Stoneridge – Data Strategy and Reporting – Mining Decision Making Insights

15sep10:00 am11:00 amSolving the Biggest Challenges in Agribusiness Through Innovation and Technology

22sep12:00 am12:30 pmSimplifying Payroll and HR Management with ADP Workforce Now

22sep10:00 am10:30 amStreamlining Batch Manufacturing with Technology

22sep2:00 pm2:30 pmProcess Automation for Microsoft Dynamics D365 for Business Central, Finance and Operations and GP

23sep11:00 am12:00 pmConfab LIVE with Stoneridge - Riding the Wave 2 Release – Key Features Coming to Dynamics 365 this October

27sep(sep 27)9:00 am15oct(oct 15)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

29sep10:00 am11:00 amTop Five Reasons Why NOW is the Right Time to Move from Salesforce to Dynamics 365 Customer Engagement

29sep12:00 pm12:45 pmUnderstanding Job Costing and Tax Management in Business Central

29sep2:00 pm3:00 pmDigitalizing Horticulture & Agriculture - How to Sell Plants Online and Simplify Business Management

30sep12:00 pm4:00 pmSecurity and Permissions Training for D365 Business Central or Dynamics NAV

october

27sep(sep 27)9:00 am15oct(oct 15)11:00 amDynamics 365 Finance & Supply Chain Development Training - Online Workshop

06oct10:00 am10:30 amPreview of D365 Business Central Fall Release Features and Functionality

06oct12:00 pm12:30 pmInsider's Guide to New Features Available in the Fall Release of D365 Finance and Supply Chain

07oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Technical

21oct11:00 am12:00 pmConfab LIVE with Stoneridge - Dataverse and Dynamics in Review – Let’s Get Functional

26oct(oct 26)9:00 am28(oct 28)5:00 pmStoneridge Connect Leadership and Community Conference

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X