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!
