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Attachments / Document in Field Service

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Posted on by Drew Poggemann 9,079

We have a scenario in relation to the title that I’m not seeing a solution for.   

Scenario:

-          SharePoint document management has been configured for Dynamics 365. 

-          Field Service mobile app is used to take a picture or to capture a signature.  Information is saved. 

-          Picture and / or signature are captured as notes with attachments in Dynamics 365.

 

Questions:

-          Why aren’t the attachments stored as documents in SharePoint? 

-          How would a person that has a SharePoint license but not a CRM license see an attachment on a note?  (I don’t think they can.)

 

We tested the Sales app and the Field Service app and it looks like the Field Service app has a gap because one can’t get to the “Documents” area from a navigation standpoint in order to access the SharePoint documents.  

Thanks for your guidance!

Categories:
Field Service
  • TomSmelser Profile Picture
    TomSmelser 1,570 on at
    RE: Attachments / Document in Field Service

    If you just need the guid to replace in code see here.

    arunpotti.wordpress.com/.../ms-crm-2013

  • Verified answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Attachments / Document in Field Service

    Q1: Document handling with SharePoint is just an add-on to CRM. Therefore attachments Defaults to the notes entity.

    Q2: You are right, its not possible.

    When using SharePoint, Users should be trained to only use the SharePoint / CRM Integration to store documents, if possible.

    This guide explains how to configure Resco Woodford to enable SharePoint support for the Field Service app:

    www.resco.net/.../Woodford_Guide.pdf

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