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

View files from D365 FO that are uploaded in DynaRent for D365 Sales
Application task

In DynaRent for D365 Sales, 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.
From D365 FO, using the synchronized path, you can access the SharePoint folder where the files are stored.


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. On the command bar, click Open.
6. In D365 FO, expand the general section (Prospect) or the header section (Rental quotation, Project rental quotation, Rental order, or Project rental order.)
7. In the SharePoint file path field, click the link.
8. In SharePoint, view the files for the record.
Related to Notes

Manage rental files

 		 

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