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Images and storage in Work Orders / Changing Storage

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Posted on by Noones

Good day everyone,

We are currently working on the implementation of Dynamics 365 Field Service. It is very important for our field service that multiple images per work order can be stored here (8-16 images per order). Since we currently image around 5000 jobs per year the amount of data needed in Field Service makes us a bit concerned.

Therefore the following questions:

- Where are images stored in a work order? The field service person receives X work orders per day and would process them.

- What feature of Field Service should we use for these work records? Most relevant here is: The customer's signature. Multiple images per job. Multiple selection / radio buttons. (Would the inspection feature be the appropriate choice here?).

- How do we handle the large amounts of data generated by this number of images? Can the images also be stored directly in SharePoint? Simply having the document tab in the work order would not be the solution I think, as the field worker needs to upload images for a specific purpose and not just attach X images to the order.

Thank you very much and kind regards

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Nya 29,060 on at

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Hi,

It is recommended to integrate the SharePoint with your Dynamics to store your images if they take up a lot of space.

With SharePoint you can store and manage documents in the context of a record on a SharePoint Server, and implement the SharePoint infrastructure to share, manage, and collaborate efficiently. Because SharePoint stores documents on a SharePoint Server, users who aren't running the app can directly access documents on the SharePoint Server. This is provided that users have the appropriate permissions.

Here is an article of the configuration tutorial.

How to Setup Dynamics 365 integration with SharePoint - CRMSoftwareBlog

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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John Holmes 260 on at

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What gallery options are you aware of if the images a stored in Sharepoint? If someone is reviewing the work carried out it is a bit clunky to have to open each photo in turn.

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Noones 10 on at

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Hi, thanks for the reply, unfortunately that doesn't really answer my questions. The SharePoint link already exists. Our question is more how do we handle larger number of images for our work orders.

The field worker has to take 8-16 pictures per job, where are they stored (In fields in the work order form) and how do we make sure that this amount of data does not get out of hand? The field service database is only 30 GB, can images from a form be stored directly in SharePoint?

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Fannie30 2,990 Moderator on at

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I assume the images are being stored in Notes as attachments - which is the standard way Technicians take photos and attach them. I would take a look at this blog. themscrmexpert.wordpress.com/.../ It explains how you can move the attachments in Notes to SharePoint and still have that pointer for the techs and others looking at the work order.

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Ali Khan 1,380 on at

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Not probably answering all of your questions, but just wanted to mention all the images, attachments in 'Notes' goes by default to File storage (not database) of dataverse.

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Noones 10 on at

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Thanks for the reply, we'll definitely take a look at that.

The question would still be, how can we make our field service understandably visible, which images he has to upload?

Example: We needed 8 images before the task and 8 images after the task, these must be clearly comparable with each other (So in the best case are displayed next to each other) We thought we work via images fields:

https://imgur.com/a/MXOLIkr

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Ali Khan 1,380 on at

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If the number of images are exactly 8, side by side comparison is possible through 'image' fields on the form.

Otherwise I am thinking of some innovative solution like Canvas app, or PCF may work.

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Noones 10 on at

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Thank you for your answer.

Where are the Images in "image fields" stored in MS Dynamics? Is there any Problem with using multiple Image fields?

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