How to Set Up File Link
In this article, you will learn the steps to define File Link tables, create File Link types, set up a storage provider, and map File Link tables to File Link types in Microsoft Dynamics 365 Business Central.
Enter Storage Provider Information
The storage provider determines where and how files are stored. Follow these steps to set it up:
- Navigate to File Link Setup: In Business Central, go to
Assisted Setup > File Link Setup. - Select a Storage Provider: Choose the storage provider (for example Azure Blob Storage, SharePoint).
- Configure Provider Settings: Enter the required configuration details, such as connection strings, container names, etc.
- Test the Connection: Ensure that the connection test is successful.
Define Tables to Use with File Link
File Link tables store metadata about the files linked to records in Business Central. Follow these steps to define the tables:
- Navigate to File Link Tables: In Business Central, search for the page
File Link Tables. - Define the Tables: In the Table ID field, specify each table you want to use with File Link.
Create Categories for File Links
File Link types categorize the kinds of files that can be linked to records. Here’s how to create them:
- Navigate to File Link Types: In Business Central, search for the page
File Link Types. - Define Link Types: Create the categories you want to use with File Link.
- Assign a Storage Provider: Assign a storage provider to each category.
Assign Categories to Tables
Mapping ensures the correct file types are linked to the appropriate records. Follow these steps to create the mapping:
- Navigate to File Link Mapping: In Business Central, search for the page
File Link Mapping. - Select a Mapping Table: Choose the table you want to assign categories to.
- Select a Mapping Type: Assign the categories you want to link to the table.