Patch Dataverse images into Dynamics 365 Finance and Supply Chain
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A Canvas app can use Power Fx to send Dataverse images, photos and signatures to Dynamics 365 Finance and Supply Chain attachments.
TL;DR
Power Apps can use ForAll and Patch to send Dataverse image records to the D365 Finance and Supply Chain sales order header document attachments table. JSON with IncludeBinaryData converts each image or signature into base64 content for the Archive file value, while file names, types and descriptions are supplied in the same formula.
Original by Hardit Bhatia, on The Power Addict. Read the original
This is our own summary, not a republication or full translation.
Why it matters
- Makers: Use ForAll and Patch to process related Dataverse image records and create attachments against the selected D365 Finance and Supply Chain sales order.
- Makers: Convert each image with JSON and JSONFormat.IncludeBinaryData, then extract the base64 content for Archive file so D365 can store the attachment.
- Makers: Patch penSignature.Image separately when a customer signature must accompany delivery photos, using the same attachment table and metadata pattern.
Frequently asked questions
How does a Canvas app convert a Dataverse image for a D365 F&SC attachment?
The formula serializes the image with JSON and IncludeBinaryData, then extracts the base64 content assigned to the Archive file field.
Which D365 F&SC table receives images patched from Dataverse?
The images are patched into the Sales order header document attachments V2 table, using Defaults and Patch for each attachment record.
How are customer signatures added alongside Dataverse photos in D365 F&SC?
A separate Patch uses penSignature.Image and writes it to the same attachments table with a file name, PNG type, description and Archive file value.