D365 Finance & Operations and Dynamics AX Forum

Attachments in D365 can be various types.  One type is called "Note".  A Note type attachment is plain text.  For example, it looks like this…

As you can see, the type is "Note", and under General/Details/Notes, there is the plain text note that is just the text "This is the note message."

Another type of attachment in D365 is called "File".  A File type attachment is just like an attachment in an email message.  It could be a DOCX document file, an XLSX spreadsheet, a PDF document, or any other file type at all.  In my case, I'm testing the file attachment import using a DOCX file, but the type of file is irrelevant for this process.

For example, here is a File type attachment in D365.

You can see in the screen capture that the type of attachment in this case is "File", and in the Attachment fast tab it shows the file information.  The file can be previewed in the "Preview" fast tab.

This is what I expect the end result to look like when I import a D365 "customer attachment" record of type "File."  The challenge I'm facing is how to include the file itself in the import process.  Every time I try to import a D365 attachment of type "File", I get these errors:

Results. 'FileContents' is required when attaching a file

Results. validateWrite failed on data source 'DocuRefEntity (DocuRefEntity)'

It seems like it should be possible to import the FileContents, but there is no documentation on this that I can find, and so I don't know how to populate that field.

Here is an example of the record I'm trying to import.  (The FileContents is empty because there is no documentation on how to populate that field.)

Has anyone else used the "Customer attachments" (or similar) data entity to import File type attachments to D365?  If so, how did you get it to work?
Thanks in advance for any and all advice about this.

Create a data export job

Add export entity: customer attachment

• destination format file: excel
• Importable fields only
• Enable Staging

Enable "data package"

Run export job (click "Export Now")

Click "Download package" in export results page button bar at the top

Extract the package 

Add a folder named Resources

Add the file(s) to the Resources folder that you want to import as file type attachments

Edit the Excel file. 

Delete the existing entries, leaving the header row

Generate GUID using website: https://www.uuidgenerator.net/guidand put it to DocumentID column, with curly braces

Save the changes to the XLSX file

Compress all 3 files and the folder to a zip file

Their instructions stopped their, so I made some assumptions and tried these steps to import it...

Create an Import job.

Add file

• Entity name: Customer attachments
• Source data format: package
• Upload and add

Click Import now

Attachments in D365 can be various types.  One type is called "Note".  A Note type attachment is plain text.  For example, it looks like this…

As you can see, the type is "Note", and under General/Details/Notes, there is the plain text note that is just the text "This is the note message."

Another type of attachment in D365 is called "File".  A File type attachment is just like an attachment in an email message.  It could be a DOCX document file, an XLSX spreadsheet, a PDF document, or any other file type at all.  In my case, I'm testing the file attachment import using a DOCX file, but the type of file is irrelevant for this process.

For example, here is a File type attachment in D365.

You can see in the screen capture that the type of attachment in this case is "File", and in the Attachment fast tab it shows the file information.  The file can be previewed in the "Preview" fast tab.

This is what I expect the end result to look like when I import a D365 "customer attachment" record of type "File."  The challenge I'm facing is how to include the file itself in the import process.  Every time I try to import a D365 attachment of type "File", I get these errors:

Results. 'FileContents' is required when attaching a file

Results. validateWrite failed on data source 'DocuRefEntity (DocuRefEntity)'

It seems like it should be possible to import the FileContents, but there is no documentation on this that I can find, and so I don't know how to populate that field.

Here is an example of the record I'm trying to import.  (The FileContents is empty because there is no documentation on how to populate that field.)

Has anyone else used the "Customer attachments" (or similar) data entity to import File type attachments to D365?  If so, how did you get it to work?
Thanks in advance for any and all advice about this.

Create a data export job

Add export entity: customer attachment

• destination format file: excel
• Importable fields only
• Enable Staging

Enable "data package"

Run export job (click "Export Now")

Click "Download package" in export results page button bar at the top

Extract the package 

Add a folder named Resources

Add the file(s) to the Resources folder that you want to import as file type attachments

Edit the Excel file. 

Delete the existing entries, leaving the header row

Generate GUID using website: https://www.uuidgenerator.net/guidand put it to DocumentID column, with curly braces

Save the changes to the XLSX file

Compress all 3 files and the folder to a zip file

Their instructions stopped their, so I made some assumptions and tried these steps to import it...

Create an Import job.

Add file

• Entity name: Customer attachments
• Source data format: package
• Upload and add

Click Import now

Attachments in D365 can be various types.  One type is called "Note".  A Note type attachment is plain text.  For example, it looks like this…

As you can see, the type is "Note", and under General/Details/Notes, there is the plain text note that is just the text "This is the note message."

Another type of attachment in D365 is called "File".  A File type attachment is just like an attachment in an email message.  It could be a DOCX document file, an XLSX spreadsheet, a PDF document, or any other file type at all.  In my case, I'm testing the file attachment import using a DOCX file, but the type of file is irrelevant for this process.

For example, here is a File type attachment in D365.

You can see in the screen capture that the type of attachment in this case is "File", and in the Attachment fast tab it shows the file information.  The file can be previewed in the "Preview" fast tab.

This is what I expect the end result to look like when I import a D365 "customer attachment" record of type "File."  The challenge I'm facing is how to include the file itself in the import process.  Every time I try to import a D365 attachment of type "File", I get these errors:

Results. 'FileContents' is required when attaching a file

Results. validateWrite failed on data source 'DocuRefEntity (DocuRefEntity)'

It seems like it should be possible to import the FileContents, but there is no documentation on this that I can find, and so I don't know how to populate that field.

Here is an example of the record I'm trying to import.  (The FileContents is empty because there is no documentation on how to populate that field.)

Has anyone else used the "Customer attachments" (or similar) data entity to import File type attachments to D365?  If so, how did you get it to work?
Thanks in advance for any and all advice about this.

Create a data export job

Add export entity: customer attachment

• destination format file: excel
• Importable fields only
• Enable Staging

Enable "data package"

Run export job (click "Export Now")

Click "Download package" in export results page button bar at the top

Extract the package 

Add a folder named Resources

Add the file(s) to the Resources folder that you want to import as file type attachments

Edit the Excel file. 

Delete the existing entries, leaving the header row

Generate GUID using website: https://www.uuidgenerator.net/guidand put it to DocumentID column, with curly braces

Save the changes to the XLSX file

Compress all 3 files and the folder to a zip file

Their instructions stopped their, so I made some assumptions and tried these steps to import it...

Create an Import job.

Add file

• Entity name: Customer attachments
• Source data format: package
• Upload and add

Click Import now

Attachments in D365 can be various types.  One type is called "Note".  A Note type attachment is plain text.  For example, it looks like this…

As you can see, the type is "Note", and under General/Details/Notes, there is the plain text note that is just the text "This is the note message."

Another type of attachment in D365 is called "File".  A File type attachment is just like an attachment in an email message.  It could be a DOCX document file, an XLSX spreadsheet, a PDF document, or any other file type at all.  In my case, I'm testing the file attachment import using a DOCX file, but the type of file is irrelevant for this process.

For example, here is a File type attachment in D365.

You can see in the screen capture that the type of attachment in this case is "File", and in the Attachment fast tab it shows the file information.  The file can be previewed in the "Preview" fast tab.

This is what I expect the end result to look like when I import a D365 "customer attachment" record of type "File."  The challenge I'm facing is how to include the file itself in the import process.  Every time I try to import a D365 attachment of type "File", I get these errors:

Results. 'FileContents' is required when attaching a file

Results. validateWrite failed on data source 'DocuRefEntity (DocuRefEntity)'

It seems like it should be possible to import the FileContents, but there is no documentation on this that I can find, and so I don't know how to populate that field.

Here is an example of the record I'm trying to import.  (The FileContents is empty because there is no documentation on how to populate that field.)

Has anyone else used the "Customer attachments" (or similar) data entity to import File type attachments to D365?  If so, how did you get it to work?
Thanks in advance for any and all advice about this.

Create a data export job

Add export entity: customer attachment

• destination format file: excel
• Importable fields only
• Enable Staging

Enable "data package"

Run export job (click "Export Now")

Click "Download package" in export results page button bar at the top

Extract the package 

Add a folder named Resources

Add the file(s) to the Resources folder that you want to import as file type attachments

Edit the Excel file. 

Delete the existing entries, leaving the header row

Generate GUID using website: https://www.uuidgenerator.net/guidand put it to DocumentID column, with curly braces

Save the changes to the XLSX file

Compress all 3 files and the folder to a zip file

Their instructions stopped their, so I made some assumptions and tried these steps to import it...

Create an Import job.

Add file

• Entity name: Customer attachments
• Source data format: package
• Upload and add

Click Import now

Attachments in D365 can be various types.  One type is called "Note".  A Note type attachment is plain text.  For example, it looks like this…

As you can see, the type is "Note", and under General/Details/Notes, there is the plain text note that is just the text "This is the note message."

Another type of attachment in D365 is called "File".  A File type attachment is just like an attachment in an email message.  It could be a DOCX document file, an XLSX spreadsheet, a PDF document, or any other file type at all.  In my case, I'm testing the file attachment import using a DOCX file, but the type of file is irrelevant for this process.

For example, here is a File type attachment in D365.

You can see in the screen capture that the type of attachment in this case is "File", and in the Attachment fast tab it shows the file information.  The file can be previewed in the "Preview" fast tab.

This is what I expect the end result to look like when I import a D365 "customer attachment" record of type "File."  The challenge I'm facing is how to include the file itself in the import process.  Every time I try to import a D365 attachment of type "File", I get these errors:

Results. 'FileContents' is required when attaching a file

Results. validateWrite failed on data source 'DocuRefEntity (DocuRefEntity)'

It seems like it should be possible to import the FileContents, but there is no documentation on this that I can find, and so I don't know how to populate that field.

Here is an example of the record I'm trying to import.  (The FileContents is empty because there is no documentation on how to populate that field.)

Has anyone else used the "Customer attachments" (or similar) data entity to import File type attachments to D365?  If so, how did you get it to work?
Thanks in advance for any and all advice about this.

Create a data export job

Add export entity: customer attachment

• destination format file: excel
• Importable fields only
• Enable Staging

Enable "data package"

Run export job (click "Export Now")

Click "Download package" in export results page button bar at the top

Extract the package 

Add a folder named Resources

Add the file(s) to the Resources folder that you want to import as file type attachments

Edit the Excel file. 

Delete the existing entries, leaving the header row

Generate GUID using website: https://www.uuidgenerator.net/guidand put it to DocumentID column, with curly braces

Save the changes to the XLSX file

Compress all 3 files and the folder to a zip file

Their instructions stopped their, so I made some assumptions and tried these steps to import it...

Create an Import job.

Add file

• Entity name: Customer attachments
• Source data format: package
• Upload and add

Click Import now

Attachments in D365 can be various types.  One type is called "Note".  A Note type attachment is plain text.  For example, it looks like this…

As you can see, the type is "Note", and under General/Details/Notes, there is the plain text note that is just the text "This is the note message."

Another type of attachment in D365 is called "File".  A File type attachment is just like an attachment in an email message.  It could be a DOCX document file, an XLSX spreadsheet, a PDF document, or any other file type at all.  In my case, I'm testing the file attachment import using a DOCX file, but the type of file is irrelevant for this process.

For example, here is a File type attachment in D365.

You can see in the screen capture that the type of attachment in this case is "File", and in the Attachment fast tab it shows the file information.  The file can be previewed in the "Preview" fast tab.

This is what I expect the end result to look like when I import a D365 "customer attachment" record of type "File."  The challenge I'm facing is how to include the file itself in the import process.  Every time I try to import a D365 attachment of type "File", I get these errors:

Results. 'FileContents' is required when attaching a file

Results. validateWrite failed on data source 'DocuRefEntity (DocuRefEntity)'

It seems like it should be possible to import the FileContents, but there is no documentation on this that I can find, and so I don't know how to populate that field.

Here is an example of the record I'm trying to import.  (The FileContents is empty because there is no documentation on how to populate that field.)

Has anyone else used the "Customer attachments" (or similar) data entity to import File type attachments to D365?  If so, how did you get it to work?
Thanks in advance for any and all advice about this.

Create a data export job

Add export entity: customer attachment

• destination format file: excel
• Importable fields only
• Enable Staging

Enable "data package"

Run export job (click "Export Now")

Click "Download package" in export results page button bar at the top

Extract the package 

Add a folder named Resources

Add the file(s) to the Resources folder that you want to import as file type attachments

Edit the Excel file. 

Delete the existing entries, leaving the header row

Generate GUID using website: https://www.uuidgenerator.net/guidand put it to DocumentID column, with curly braces

Save the changes to the XLSX file

Compress all 3 files and the folder to a zip file

Their instructions stopped their, so I made some assumptions and tried these steps to import it...

Create an Import job.

Add file

• Entity name: Customer attachments
• Source data format: package
• Upload and add

Click Import now

Attachments in D365 can be various types.  One type is called "Note".  A Note type attachment is plain text.  For example, it looks like this…

As you can see, the type is "Note", and under General/Details/Notes, there is the plain text note that is just the text "This is the note message."

Another type of attachment in D365 is called "File".  A File type attachment is just like an attachment in an email message.  It could be a DOCX document file, an XLSX spreadsheet, a PDF document, or any other file type at all.  In my case, I'm testing the file attachment import using a DOCX file, but the type of file is irrelevant for this process.

For example, here is a File type attachment in D365.

You can see in the screen capture that the type of attachment in this case is "File", and in the Attachment fast tab it shows the file information.  The file can be previewed in the "Preview" fast tab.

This is what I expect the end result to look like when I import a D365 "customer attachment" record of type "File."  The challenge I'm facing is how to include the file itself in the import process.  Every time I try to import a D365 attachment of type "File", I get these errors:

Results. 'FileContents' is required when attaching a file

Results. validateWrite failed on data source 'DocuRefEntity (DocuRefEntity)'

It seems like it should be possible to import the FileContents, but there is no documentation on this that I can find, and so I don't know how to populate that field.

Here is an example of the record I'm trying to import.  (The FileContents is empty because there is no documentation on how to populate that field.)

Has anyone else used the "Customer attachments" (or similar) data entity to import File type attachments to D365?  If so, how did you get it to work?
Thanks in advance for any and all advice about this.

Create a data export job

Add export entity: customer attachment

• destination format file: excel
• Importable fields only
• Enable Staging

Enable "data package"

Run export job (click "Export Now")

Click "Download package" in export results page button bar at the top

Extract the package 

Add a folder named Resources

Add the file(s) to the Resources folder that you want to import as file type attachments

Edit the Excel file. 

Delete the existing entries, leaving the header row

Generate GUID using website: https://www.uuidgenerator.net/guidand put it to DocumentID column, with curly braces

Save the changes to the XLSX file

Compress all 3 files and the folder to a zip file

Their instructions stopped their, so I made some assumptions and tried these steps to import it...

Create an Import job.

Add file

• Entity name: Customer attachments
• Source data format: package
• Upload and add

Click Import now

Attachments in D365 can be various types.  One type is called "Note".  A Note type attachment is plain text.  For example, it looks like this…

As you can see, the type is "Note", and under General/Details/Notes, there is the plain text note that is just the text "This is the note message."

Another type of attachment in D365 is called "File".  A File type attachment is just like an attachment in an email message.  It could be a DOCX document file, an XLSX spreadsheet, a PDF document, or any other file type at all.  In my case, I'm testing the file attachment import using a DOCX file, but the type of file is irrelevant for this process.

For example, here is a File type attachment in D365.

You can see in the screen capture that the type of attachment in this case is "File", and in the Attachment fast tab it shows the file information.  The file can be previewed in the "Preview" fast tab.

This is what I expect the end result to look like when I import a D365 "customer attachment" record of type "File."  The challenge I'm facing is how to include the file itself in the import process.  Every time I try to import a D365 attachment of type "File", I get these errors:

Results. 'FileContents' is required when attaching a file

Results. validateWrite failed on data source 'DocuRefEntity (DocuRefEntity)'

It seems like it should be possible to import the FileContents, but there is no documentation on this that I can find, and so I don't know how to populate that field.

Here is an example of the record I'm trying to import.  (The FileContents is empty because there is no documentation on how to populate that field.)

Has anyone else used the "Customer attachments" (or similar) data entity to import File type attachments to D365?  If so, how did you get it to work?
Thanks in advance for any and all advice about this.

thanks

Create a data export job

Add export entity: customer attachment

• destination format file: excel
• Importable fields only
• Enable Staging

Enable "data package"

Run export job (click "Export Now")

Click "Download package" in export results page button bar at the top

Extract the package 

Add a folder named Resources

Add the file(s) to the Resources folder that you want to import as file type attachments

Edit the Excel file. 

Delete the existing entries, leaving the header row

Generate GUID using website: https://www.uuidgenerator.net/guidand put it to DocumentID column, with curly braces

Save the changes to the XLSX file

Compress all 3 files and the folder to a zip file

Their instructions stopped their, so I made some assumptions and tried these steps to import it...

Create an Import job.

Add file

• Entity name: Customer attachments
• Source data format: package
• Upload and add

Click Import now

Attachments in D365 can be various types.  One type is called "Note".  A Note type attachment is plain text.  For example, it looks like this…

As you can see, the type is "Note", and under General/Details/Notes, there is the plain text note that is just the text "This is the note message."

Another type of attachment in D365 is called "File".  A File type attachment is just like an attachment in an email message.  It could be a DOCX document file, an XLSX spreadsheet, a PDF document, or any other file type at all.  In my case, I'm testing the file attachment import using a DOCX file, but the type of file is irrelevant for this process.

For example, here is a File type attachment in D365.

You can see in the screen capture that the type of attachment in this case is "File", and in the Attachment fast tab it shows the file information.  The file can be previewed in the "Preview" fast tab.

This is what I expect the end result to look like when I import a D365 "customer attachment" record of type "File."  The challenge I'm facing is how to include the file itself in the import process.  Every time I try to import a D365 attachment of type "File", I get these errors:

Results. 'FileContents' is required when attaching a file

Results. validateWrite failed on data source 'DocuRefEntity (DocuRefEntity)'

It seems like it should be possible to import the FileContents, but there is no documentation on this that I can find, and so I don't know how to populate that field.

Here is an example of the record I'm trying to import.  (The FileContents is empty because there is no documentation on how to populate that field.)

Has anyone else used the "Customer attachments" (or similar) data entity to import File type attachments to D365?  If so, how did you get it to work?
Thanks in advance for any and all advice about this.

Attachments in D365 can be various types.  One type is called "Note".  A Note type attachment is plain text.  For example, it looks like this…

As you can see, the type is "Note", and under General/Details/Notes, there is the plain text note that is just the text "This is the note message."

Another type of attachment in D365 is called "File".  A File type attachment is just like an attachment in an email message.  It could be a DOCX document file, an XLSX spreadsheet, a PDF document, or any other file type at all.  In my case, I'm testing the file attachment import using a DOCX file, but the type of file is irrelevant for this process.

For example, here is a File type attachment in D365.

You can see in the screen capture that the type of attachment in this case is "File", and in the Attachment fast tab it shows the file information.  The file can be previewed in the "Preview" fast tab.

This is what I expect the end result to look like when I import a D365 "customer attachment" record of type "File."  The challenge I'm facing is how to include the file itself in the import process.  Every time I try to import a D365 attachment of type "File", I get these errors:

Results. 'FileContents' is required when attaching a file

Results. validateWrite failed on data source 'DocuRefEntity (DocuRefEntity)'

It seems like it should be possible to import the FileContents, but there is no documentation on this that I can find, and so I don't know how to populate that field.

Here is an example of the record I'm trying to import.  (The FileContents is empty because there is no documentation on how to populate that field.)

Has anyone else used the "Customer attachments" (or similar) data entity to import File type attachments to D365?  If so, how did you get it to work?
Thanks in advance for any and all advice about this.

Attachments in D365 can be various types.  One type is called "Note".  A Note type attachment is plain text.  For example, it looks like this…

As you can see, the type is "Note", and under General/Details/Notes, there is the plain text note that is just the text "This is the note message."

Another type of attachment in D365 is called "File".  A File type attachment is just like an attachment in an email message.  It could be a DOCX document file, an XLSX spreadsheet, a PDF document, or any other file type at all.  In my case, I'm testing the file attachment import using a DOCX file, but the type of file is irrelevant for this process.

For example, here is a File type attachment in D365.

You can see in the screen capture that the type of attachment in this case is "File", and in the Attachment fast tab it shows the file information.  The file can be previewed in the "Preview" fast tab.

This is what I expect the end result to look like when I import a D365 "customer attachment" record of type "File."  The challenge I'm facing is how to include the file itself in the import process.  Every time I try to import a D365 attachment of type "File", I get these errors:

Results. 'FileContents' is required when attaching a file

Results. validateWrite failed on data source 'DocuRefEntity (DocuRefEntity)'

It seems like it should be possible to import the FileContents, but there is no documentation on this that I can find, and so I don't know how to populate that field.

Here is an example of the record I'm trying to import.  (The FileContents is empty because there is no documentation on how to populate that field.)

Has anyone else used the "Customer attachments" (or similar) data entity to import File type attachments to D365?  If so, how did you get it to work?
Thanks in advance for any and all advice about this.

Thank you for your feedbacks and patience.

After further review on my end, feedback is that this is a known issue that is affecting, importing attachments via CustomerAttachmentsEntity.

Here is the link for the information provided above https://fix.lcs.dynamics.com/Issue/Details?bugId=533465&dbType=3&qc=5438566630de29d6e8e118235204020ec14708a305859d1ba2a15665c9c1b2d3 and investigations are currently on-going to address this issue. You can use the 'notify me' option to receive notifications on its progress.

Furthermore, while there is no tentative date on the fix yet, I would appreciate it if you could allow us some more time for the necessary actions to be taken for a possible resolution or workaround.

I understand this is not the ideal scenario for this, however, this concern is greatly noted by Microsoft going forward.

Please let me know if there are further concerns or clarification to proceed further on the case.
-----------

So at this point I'm waiting till this is fixed before we go live with D365.  In the meantime, I've got lots of other things to do to prepare for the migration.

Attachments in D365 can be various types.  One type is called "Note".  A Note type attachment is plain text.  For example, it looks like this…

As you can see, the type is "Note", and under General/Details/Notes, there is the plain text note that is just the text "This is the note message."

Another type of attachment in D365 is called "File".  A File type attachment is just like an attachment in an email message.  It could be a DOCX document file, an XLSX spreadsheet, a PDF document, or any other file type at all.  In my case, I'm testing the file attachment import using a DOCX file, but the type of file is irrelevant for this process.

For example, here is a File type attachment in D365.

You can see in the screen capture that the type of attachment in this case is "File", and in the Attachment fast tab it shows the file information.  The file can be previewed in the "Preview" fast tab.

This is what I expect the end result to look like when I import a D365 "customer attachment" record of type "File."  The challenge I'm facing is how to include the file itself in the import process.  Every time I try to import a D365 attachment of type "File", I get these errors:

Results. 'FileContents' is required when attaching a file

Results. validateWrite failed on data source 'DocuRefEntity (DocuRefEntity)'

It seems like it should be possible to import the FileContents, but there is no documentation on this that I can find, and so I don't know how to populate that field.

Here is an example of the record I'm trying to import.  (The FileContents is empty because there is no documentation on how to populate that field.)

Has anyone else used the "Customer attachments" (or similar) data entity to import File type attachments to D365?  If so, how did you get it to work?
Thanks in advance for any and all advice about this.