ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Product and Sales Order Attachments



In Dynamics 365 for Operations it is possible to attach different files and add links to products, product variants and sales documents. Files and links added to the products and sales documents in Dynamics 365 for Operations are shown on the product details and sales order details pages in the Sana webshop.

For example, you are selling electronics or some complex equipment used in mechanical engineering, and you need to provide some manuals to your customers online. These documents can be attached to the products in Dynamics 365 for Operations and shown on the product details page in the Sana webshop.

If you need to provide your business customers with some additional documentation, for example a waybill or a copy of some extra documents, they can be attached to the corresponding sales document in Dynamics 365 for Operations and shown on the order details page in the Sana webshop.

 NOTE

Sana also provides a possibility to attach files to products and sales documents from the file system on the Web server. For more information, see 'Product and Order Attachments'.


Add an attachment to a product or a sales document in Dynamics 365 for Operations

Step 1: Click: Organization administration > Document management > Document types.

In the Document types window you can create document types for files and URLs and specify the location where these files should be stored.

The following locations are available:

  • Azure storage - files are stored in Azure storage.
  • Database - files are stored in the Dynamics 365 for Operations database.

Step 2: Set up general document management parameters. Click: Organization administration > Document management > Document management parameters.

For example, here you can set up maximum file size.

Step 3: Open the necessary product and click the Attach button on the action pane.

 NOTE

You can also attach files and add URLs to the product variants. They are shown in the general list of attachments on the product details page in the Sana webshop with the product variant name.

To attach a file to an order or add a URL, open the necessary order and click the Attach button on the action pane.

 NOTE

Attachments in Dynamics 365 for Operations can be added to all types of sales documents (orders, quotations, invoices, return receipts, credit notes), besides shipments.

To add an attachment to a product or a sales document, click New in the Attachments window of a product or a sales document. Select the type of attachment that you have previously created in the Document types window and upload the file or enter the URL.

 NOTE

To show attachments in the Sana webshop, on the More details FastTab select the Visible in webshop option for an attachment.


Enable product and sales document attachments

In Dynamics 365 for Operations click: Webshop > Common > Webshops. Open the webshop and on the General FastTab you can enable product and sales document attachments.

Settings Description
Enable product attachment downloads Select this option to show all files and URLs added to the products in Dynamics 365 for Operations on the product details pages in the Sana webshop.
Enable document attachment downloads Select this option to show all files and URLs added to the sales documents in Dynamics 365 for Operations on the order details pages in the Sana webshop.

When attachments are added to the products in Dynamics 365 for Operations and the Product attachment downloads option is enabled in the Webshops window, you need to rebuild the product index. Open Sana Admin and click: Tools > Scheduled tasks. Run Rebuild index for the Product import task.

 NOTE

When there is no connection to the ERP system and the webshop is in the maintenance mode, only URL attachments will be available in the webshop. It will not be possible to open the attached files until the connection to ERP is re-established.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition