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How to Manage Document Attachments from Customer to Service Order in Service Management in Microsoft Dynamics 365 Business Central?

Inkey, January 28, 2025 41 Views

Introduction

Managing important documents is crucial for service operations. Microsoft Dynamics 365 Business Central 2024 update Released Wave 1 now let’s user attach essential documents—like maintenance manuals and warranty certificates—directly to service items, contracts, and invoices. This makes it easier to access important information on the go, improving service delivery.

Business Value

By digitizing document management, users can quickly access vital service-related documents. This helps the user team work faster and reduces the chances of losing important paperwork, leading to better productivity and service quality.

The new Flow to Service Trx toggle in business central lets users decide how attached documents are managed across different service transactions. Here’s how it works:

• Item to Service Item: Link documents to specific service items or lines.
• Customer to Service Order: Attach documents when user selects a customer.

Requirement

• How to Manage Document Attachments from Customer to Service Order in Service Management in Microsoft Dynamics 365 Business Central?

Prerequisites

• Ensure users are using the latest version of Microsoft Dynamics 365 Business Central.
• Verify that User have the necessary permissions to modify user settings and posting policies.

Solution (Implementation Steps)

Customer to Service Order

Let’s covered Second scenario Attached Document in Customer card.

• The First step is Click on Search icon and search for Customers and Navigate to the Customers list page in Business Central.

• Open any Customer card by clicking on it, then select Customer > Attachments to attach a document to the customer card.

• Click on Attach File(s)… to upload document.

• Click on Drop a file here to Upload or Click here to browse.

• Now select the document from the device and upload it here.

• Now the user can see the attached documents in the line. Here, users need to select the Flow to Service Trx option. This option allows the attached documents to flow into the related service documents.

• User can see the Attached document on the customer card in Attachments section of fact Box.

Create Service order for this customer.

• The First step is Click on Search icon and search for Service Order and Navigate to the Service Order list page in Business Central.

• On the Service Order list page Click on +New option to create new service order.

• A blank Service Order card will open, where the Attachments section in the Fact Box will show no attached documents.

• When the user selects a customer in the Service Order under the Customer No. field, the document will automatically be attached in the attachment section of the Fact Box.

• The attached documents will be displayed in the Attachments section of the Fact Box.

• The user can view or download the document by clicking on the value displayed in the Attachments section.

• The user can download the attached document in PDF format by clicking on the Download option in the menu bar.

Note:

• Document attachments cannot be added to service item lines.

Conclusion

Managing document attachments in Microsoft Dynamics 365 Business Central enhances service efficiency by allowing seamless transfer of essential documents from customer cards to service orders. The “Flow to Service Trx” feature ensures critical information is readily accessible, saving time and improving service quality. This streamlined process fosters productivity and helps maintain organized, digitized service operations, ensuring better compliance and customer satisfaction.