This post shows how to create an Excel file from x++ code and save it to the ‘DocuRef’ table without saving the file locally.

using System.IO;
using OfficeOpenXml;
using OfficeOpenXml.Style;
using OfficeOpenXml.Table;

class ExcelExportToDocuRef_DV
{
    OfficeOpenXml.ExcelRange	cell,cells;
    public static void main(Args _args)
    {
        ExcelExportToDocuRef_DV excelExport = new ExcelExportToDocuRef_DV();

        excelExport.run();
    }

    public void run()
    {
        CustTable    custTable;
        MemoryStream memoryStream = new MemoryStream();
        
        SalesTable   salesTable = SalesTable::find("012509");	

        using (var package = new ExcelPackage(memoryStream))
        {
            int	currentRow = 1;
            var	worksheets = package.get_Workbook().get_Worksheets();
            var	CustTableWorksheet = worksheets.Add("Export");
            cells = CustTableWorksheet.get_Cells();

            this.insertCel(currentRow,1,"@SYS7149");  // AccountNum
            this.insertCel(currentRow,2,"@SYS7572");  // CurrencyCode
            this.insertCel(currentRow,3,"@SYS23784"); // SalesGroup
            this.insertCel(currentRow,4,"@SYS27703"); // DlvTerm
   
            while select firstonly10 AccountNum, Currency, SalesGroup, DlvTerm
                from custTable
            {
                currentRow ++;

                this.insertCel(currentRow,1,custTable.AccountNum);		 // AccountNum
                this.insertCel(currentRow,2,custTable.Currency);		  // CurrencyCode
                this.insertCel(currentRow,3,custTable.SalesGroup);		// SalesGroup
                this.insertCel(currentRow,4,custTable.DlvTerm);			   // SalesGroup
            }

            package.SaveAs(memoryStream);
            str fileName = "CustomersSaveToDocuRef_" + date2Str(DateTimeUtil::getToday(DateTimeUtil::getUserPreferredTimeZone()), 321, DateDay::Digits2, DateSeparator::Hyphen, DateMonth::Digits2, DateSeparator::Hyphen, DateYear::Digits4) + "_" + time2Str(DateTimeUtil::getTimeNow(DateTimeUtil::getUserPreferredTimeZone()), TimeSeparator::Colon, TimeSeparator::Colon) + ".xlsx";
			
            this.createAttachment(salesTable.TableId,salesTable.RecId,memoryStream,fileName);
        }
    }

    public void insertCel(int _row, int _col, anytype _value)
    {
        cell  = null;
        cell  = cells.get_Item(_row, _col);
        cell.set_Value(_value.ToString());
    }

    public void createAttachment(TableId _refTableId, RefRecId _refRecId, System.IO.MemoryStream _result, FileName _fileName)
    {

        DocuRef	  docuRefTable;
        DocuValue docuValueTable;
        Microsoft.Dynamics.AX.Framework.FileManagement.DocumentLocation			location;
        Microsoft.Dynamics.AX.Framework.FileManagement.IDocumentStorageProvider storageProvider;

        System.IO.Stream fileStream;

        FileIOPermission permission  = new FileIOPermission("", 'r');
        permission.assert();
        InteropPermission interopPerm = new InteropPermission(InteropKind::ClrInterop);
        interopPerm.assert();
        DocuType fileType = DocuType::find(DocuType::typeFile());

        storageProvider = Docu::GetStorageProvider(fileType, true, curUserId());

        if (_refRecId > 0)
        {
            guid      fileId = newGuid();
            container readcon = Binary::constructFromMemoryStream(_result).getContainer();

            ttsBegin;
            
            docuValueTable.clear();
            docuValueTable.FileId           = fileId;
            docuValueTable.FileType         = "xlsx";
            docuValueTable.FileName         = _fileName;
            docuValueTable.Name             = _fileName;
            docuValueTable.OriginalFileName = _fileName;
            docuValueTable.File	            = readcon;

            fileStream = Binary::constructFromContainer(docuValueTable.File).getMemoryStream();
            location   = storageProvider.SaveFile(docuValueTable.FileId, storageProvider.GenerateUniqueName(docuValueTable.OriginalFileName), System.Web.MimeMapping::GetMimeMapping(docuValueTable.OriginalFileName), fileStream);

            if (location.NavigationUri)
            {
                docuValueTable.Path = location.get_NavigationUri().ToString();
            }

            if (location.AccessUri)
            {
                docuValueTable.AccessInformation = location.get_AccessUri().ToString();
            }

            docuValueTable.StorageProviderId = storageProvider.ProviderId;
            docuValueTable.insert();

            if (docuValueTable.RecId)
            {
                docuRefTable.clear();
                docuRefTable.RefRecId     = _refRecid;
                docuRefTable.RefTableId   = _refTableId;
                docuRefTable.RefCompanyId = curext();
                docuRefTable.Name         = "Attachment";
                docuRefTable.Notes        = _fileName;
                docuRefTable.TypeId       = 'File';
                docuRefTable.ValueRecId   = docuValueTable.RecId;
    
                docuRefTable.insert();

                info("The attachment is successfully uploaded!");

            }
            ttsCommit;
        }
    }

}

The attachment appeared after running the code:

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This blogpost and code example was created by Tamas Zelinka. It is also available on GitHub: https://github.com/PeterProkopecz/AX/tree/master/D365FO_TAZ_create-an-excel-file-to-docuref-directly-in-d365-fo