Name | Responsible | Description |
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Upload files in DynaRent for D365 Sales |
Rental sales |
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:
The uploaded file is stored in SharePoint in a specific folder for the DynaRent for D365 Sales record. If:
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View files in D365 FO that are uploaded in DynaRent for D365 Sales |
Rental sales |
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:
From D365 FO, using the synchronized path, you can access the SharePoint folder where the files are stored. |
Upload files in D365 FO |
Rental sales |
In D365 FO, you can attach files to records. The files are uploaded to a SharePoint folder. For these D365 FO entities, the path to an attached file is synchronized to DynaRent for D365 Sales:
Uploaded files are stored in SharePoint in one general folder. |
View files in DynaRent for D365 Sales that are uploaded in D365 FO |
Rental sales |
In D365 FO, you can attach files to records. The files are uploaded to a SharePoint folder. For these D365 FO entities, the path to an attached file is synchronized to DynaRent for D365 Sales:
|