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

Inkey, January 31, 2025 21 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 Item to Service Item 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)

Item to Service Item

Step 1: Let’s covered first scenario Attached Document in item card.

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

• Now open one of the items from the list by clicking on the selected item.

• To attach a document to the item card, click on Item and then select the Attachments option from the menu bar above.

• 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.

Step 2: Create Service Item for this Athens.

• Now Click on Search icon and search for Service Item and Navigate to the Service Item list page in Business Central.

• Now create a new Service Item from the list page by clicking on the +New option.

• A new blank service item card will open, where the user will find that the Attachments section in the fast tab does not have any attached documents before the user selects an Item No. on the service item card.

• When the user selects Item No. on the service item card, they can see the attached documents that are linked to the main item card.

Conclusion

The new document attachment capabilities in Microsoft Dynamics 365 Business Central significantly enhance the management of service-related documents. By digitalizing document management and enabling easy access to critical information, businesses can improve service delivery and operational efficiency. Implementing these features not only streamlines processes but also ensures that your team can access necessary documentation anytime, anywhere, ultimately driving better customer service and satisfaction.