1. To-Increase Dynamics 365 for Finance & Operations
  2. DynaRent for D365 Sales
  3. Activities

Upload files in DynaRent for D365 Sales
Application task

In DynaRent CE, you can upload files. The files are uploaded to a SharePoint folder. For these DynaRent for D365 Sales entities, the path to the SharePoint folder is synchronized to D365 FO:

  • Account: Synchronized to the related prospect.
  • Quote: Synchronized to the related rental quotation or project rental quotation.
  • Order: Synchronized to the related rental order or project rental order.
The uploaded file is stored in SharePoint in a specific folder for the DynaRent for D365 Sales record. If:
  • No folder exists for the DynaRent for D365 Sales record, a folder is created in which the uploaded file is stored.
  • A folder exists for the DynaRent for D365 Sales record, the uploaded file is stored in this folder.


Standard procedure

1. Sign in to DynaRent for D365 Sales.
2. In the Site map, click the desired entity: Accounts, Quotes, or Orders.
3. Select the desired record.
4. On the command bar, click Edit.
5. Click Related, Documents.
6. Click Upload.
7. Choose the desired file.
8. Click OK.

Notes

For more information on setting up SharePoint for DynaRent for D365 Sales, refer to Set up customer engagement apps to use SharePoint Online.

Related to Notes

Manage rental files

 		 

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