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Extending Microsoft Dynamics AX 2012 Cookbook by Murray Fife

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Creating shared document libraries

One of the strengths of SharePoint is that it is a great document management system. Although you can attach documents to records directly within Dynamics AX, you may want to use SharePoint as a store, so that people without access to Dynamics AX can still have access to the documents. SharePoint also allows you to index documents a number of different ways, allowing them to link to more than one record within Dynamics AX.

For this recipe, we will show how you can create an Accounts Payable document library to store all of your vendor invoices and scanned documents.

Before we show you how to access these documents from within Dynamics AX, you need to create a library to store the documents.

Getting ready

Before you ...

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