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

Flow block customization buttons

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)
Users can use edit fields to customize the flow block
Using delayed output settings to wait for signatures or file names of completed documents

Flow output

The Flow Output section shows all the output parameters that are available for the block. When checked, the value of the output parameter are presented to the user who is executing the flow. Each setting that composes this output information is described in detail below:

Index No.	Field name	Function
1	Link	When checked, the system provides a link to the document history during the flow output step.

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

Basic settings

The Basic settings of the Missed Store in Microsoft Dynamics 365 for F&O flow block refers to the name to save the document as. By default the Missed 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.

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 Dynamics 365 F&O. 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: DocumentFileImageNoteURL Microsoft Dynamics 365 F&O
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: InternalExternal
7	Default attachment	Sets whether the stored document displays as the default attachment with thefollowing options: YesNo

Name & format settings

Store in Sharepoint FB Name and Format.bmp

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.