Export and download attachment- D365FO Document management

Dynamics 365 ERP - Development

The article discusses the challenge of exporting documents/attachments from Dynamics 365 Finance and Operations (D365FO) due to the lack of a direct method.
The author shares their solution using Odata action and Logic apps, highlighting the flexibility of this integration pattern.
They mention utilizing out-of-the-box attachments entities and suggest following a similar approach for custom requirements.
The unique DocumentID, generated automatically, serves as a key in attachment entities, facilitating retrieval of attachments.
The Odata action method, decorated with 'SysODataActionAttribute,' can be consumed by external systems through an API call.
A code snippet provided in the article demonstrates generating a downloadable URL for retrieving attachments of various formats without the need for external conversion.
The implementation in Logic apps involves calling the Odata action in the POST method with Legal Entity and DocumentId parameters to obtain a downloadable URL.
The downloadable link from the blob can be parsed and routed to different destinations such as Sharepoint, OneDrive, or SFTP, as demonstrated in the author's case of saving an outlook message file to Sharepoint.

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