Have questions about e-ttach?
10.0.8 Update32 or higher
Also, the preview docs you see on the side are limited to the most recent 3 attachments - if there are more, you need to go to the standard Attachments form - Enterprise shows all docs in the side.
Freebie uploads are capped at 10mb - Enterprise is unrestricted (unless restricted by your organisational policies).
We provide a 60 day trail of Enterprise features to allow you to test E-ttach alongside your configuration of D365 F&O and any customisations you may have to ensure compatibility before purchase.
Simply download and install the E-ttach package on one of your Test/Sandbox environments and follow the instructions in the document.
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Go to Organisation Administration module
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Document Management > Document Management Parameters
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Click on the e-ttach section
- Click Check for License
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Save and refresh user sessions
Once you have successfully installed e-ttach you will have the Free version enabled by default and can start using it right away (yes it’s that simple).
However to ensure you have a more stream-lined experience we recommend you tailor the configuration to your requirements.
Under Organisation Administration -> Document management -> Document management parameters there is an e-ttach tab page.
License details:
The license key will be automatically fetched from our servers and is unique to your Azure Active Directory Tenant ID. If your tenant changes you will need to contact use to update our records to ensure you have a valid license.
The license type and expiry date will be updated accordingly.
Functionality setting:
This is to provide control over the functionality available in your environment, useful if you decide to disable e-ttach without having to uninstall the package.
The Drag Drop Functionality selection provides 3 options:
Extra
This is a legacy version which some customers have installed but we no longer sell. Most features have been incorporated in to the Full/Enterprise version.
Full / Enterprise
Enable Full e-ttach functionality (if you only have the free version – you will only get free functionality).
Disabled
Completely disable e-ttach
Defaults:
These are your defaulting values for e-ttach:
- Default Document Type
Specify the Document management file type you want the e-ttach documents stored as (if blank, this will default to “File”).
The type selected here must be enabled for file storage – type of “note” will not work.
- Auto Expand Form Part
When an e-ttach enabled form is opened, this setting is used to determine whether to expand the e-ttach form automatically.
- Default (No for Free, Yes for all other licenses)
- Yes (always expand the e-ttach form)
- No (use default Dynamics logic to only show the form parts based on the user’s last state).
Note: this setting can be overridden at a user level – users go to their “User options” and on the Preferences tab the same setting is available.
Generate Document Tags:
This button should be clicked when you first install e-ttach, it generates e-ttach specific document records to ensure your existing attachments are displayed against their associated records in the e-ttach forms.
We appreciate it!
If you are a Microsoft Partner and would like to partner with us or resell e-ttach, feel free to reach out to us!
Technical e-ttach FAQs
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Go to Organisation Administration module
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Document Management > Document Management Parameters
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Click on the e-ttach section
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In the Drag Drop Functionality dropdown, select Disabled
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Save and refresh user sessions
a. Any standard forms as well as any new forms you add will have the e-ttach and record notes form parts automatically added (as long as the form window type is one of the following):
- ContentPage
- ListPage
- Standard
b. And as long as the form style is one of:
- List Page
- Details Form Master
- Task Single
- Task Double
- Simple List Details
Yes, as long as it meets the criteria listed above in the “Which forms will e-ttach work on?” FAQ
a. Yes, you can exclude and include forms via the “Form Exclusion Setup” under Document Management Parameters.
b. If a form doesn’t match the criteria listed in “Which forms will e-ttach work on?” FAQ then it is excluded by default. You can disable any form by adding a record for that specific form and setting the Action to “Disable”. Or you can enable forms that are excluded by default by adding a new record with the Action “Enabled” with the name of the form.
Yes, it is extensible – see our Developer Documentation for more details
Microsoft require a single All-in-one package to be created for deployment to Sandbox and Production environments
You will need to follow the Microsoft documentation (links are also included in our setup guide) to include e-ttach in your deployable package.
Direct link to Microsoft learn page:
here is the section to refer to:
What if my ISV packages don't contain source code?
ISVs can choose whether to share their source code with you. If they don't share it, they will provide a binary-only package. This package can easily be managed into an all-in-one deployable package. For instructions, see Manage third-party models and runtime packages by using source control.
This error can occur on Development/Cloud hosted environments when you pull the code from source control. The reason for this is because it doesn’t automatically deploy the resources (html and javascript files) from the dlls onto those machines.
We have created this powershell script: 
DEV_DeployResource.ps1 which will perform the resource deployment on the DEV machines if you run it after pulling down the files from source control.
Alternatively, you can install the package directly on each DEV box using the standard AxUpdateInstaller process: Install deployable packages from the command line.
This can occur if you directly upload the zip file downloaded from our website. Please ensure you unzip that file as it contains Release notes, our EULA, Install guide and the deployable package.
One thing you may find is the downloaded zip file could be blocked by windows on the dev box, and so some of the dlls may not have extracted properly.
When you have download the file to the server, “unblock the zip file – right click on it, select properties and check the unblock flag”:
Then extract the files.
After extraction open an elevated (run as administrator) powershell or command prompt and browse to the extracted files.
Then run the command: AxUpdateInstaller.exe devinstall
Once complete all the new dlls and resources will be installed to the dev box and you can open visual studio and ensure all the files are checked in to source control.
This could be related to a known issue with the way Microsoft coded the packing slip functionality that has caused some duplication issues.
Try excluding packing slip / product receipts from being propagated by doing the following:
- You will need to open a backend form manually by appending this to the URL: &mi=DragDropFeature_E2
e.g when we open up our sandbox Elysian2 environment it defaults in with this URL: elysian2-sbox.sandbox.operations.dynamics.com/?cmp=ussi&mi=DefaultDashboard
Replace the &mi= part with DragDropFeature_E2 so I get: elysian2-sbox.sandbox.operations.dynamics.com/?cmp=ussi&mi=DragDropFeature_E2
3. The feature can either be the full AOT table name or form e.g: VendPackingSlipTrans:
Select the feature and the functionality to “Disabled”.
This will stop all tags being copied from purchLine to vendPackingSlipTrans and back the other way.