Store in Microsoft Dynamics 365 for F&O

The Microsoft Dynamics 365 F&O flow block allows designers to store a document in Microsoft Dynamics Finance and Operations. Unlike document storage in Microsoft Dynamics 365 CE, document storage in Microsoft Dynamics 365 F&O does not require users to create a note.

Storage in Microsoft Dynamics 365 F&O is provided via Document types, refer to Document management.

Parameters

The dropdown menus below provide all of the Store in Microsoft Dynamics 365 for F&O flow block configuration options with detailed information and recommendations to help you configure your flow block.

You can further customize your flow block's parameters in several ways

  • Users can use linked fields to map data from your data set(s)

  • User can use edit fields to customize the flow block

  • Using delayed output settings to wait for signatures or file names of completed documents

The Flow Output section serves as a comprehensive summary of the results and outcomes of a particular flow, providing valuable information to the user. Each setting that composes this output information is described in detail below:

Microsoft Dynamics 365 F&O Flow output functions

Index No.

Field name

Function

1

Link

When checked, the system provides a link to the document history during the flow output step.

The Basic settings of the Store in Microsoft Dynamics 365 for F&O flow block refers to the name to save the document as. By default the Store in Microsoft Dynamics 365 for F&O the system uses the Generate document flow block's Document name field. However, you can use a different name when saving to storage.

Microsoft Dynamics 365 F&O Basic settings functions

Index No.

Field name

Function

1

Reference

Defines the record to reference within Microsoft Dynamics 365 F&O.

2

Document

The document to store in Microsoft SharePoint. The system uses the generated document by default

3

Document Type

Specifies the type of document to store in Microsoft Dynamics 365 F&O with the following options:Closed DocumentFileImageNoteURL SharePoint.

4

Note

Fills the description field for the record in Microsoft Dynamics 365 F&O.

5

Company

Defines the company to associate the record with.

6

Restriction

Specifies the availability of the document reference with thefollowing options: ClosedInternalExternal

7

Default attachment

Sets whether the stored document displays as the default attachment with thefollowing options: Closed YesNo

Microsoft Dynamics 365 F&O Name & format settings functions

Index No.

Field name

Function

1

Document name

The name of the stored document.

2

Date format

Sets the date format. When you make a selection here, the system adds a timestamp to the name of the document. The timestamp is separated into date and time, but when you link a field here, both the date and time fields can accept all date and time symbols, refer to Date & time patterns for more information.

3

Time format

Sets the time format for the field.