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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Criar formularios no Sharepoint usando campos do Dynamics 365

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Posted on by 25

Olá, tenho a seguinte situação:

 

meus técnicos de campo precisam realizar um relatorio de vistoria, neste relatorio temos informações como situação atual, fotos das areas, entre outros, gostaria então de criar uma lista ou um forms, onde eu consigo usar campos que eu já tenho no meu formulario de oportunidade do dynamics 365. (não desejo ter que atribuir licenças a mais do meu dynamics, devido o alto custo)

no caso os técnicos iriam preencher a lista ou o formulario, e os campos do formulario de oportunidade do dynamics 365 seriam preenchidos de forma automatica.

 

 

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  • Suggested answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Criar formularios no Sharepoint usando campos do Dynamics 365
    Hi,
     
    First create a fillable form in SharePoint.
    The questions on the form correspond to the fields in the Opportunity entity form.
     
    The form submission responses are stored in the corresponding fields of the form for a specific Opportunity record through Power Automate Flow.
     
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     
  • Dengliang Li Profile Picture
    Microsoft Employee on at
    Criar formularios no Sharepoint usando campos do Dynamics 365
    Hi,
     
    Has the issue been solved?
    Have there been any updates? Please feel free to ask me if you have any questions!
    If it has been resolved, can you mark the response as an answer?
     
  • CU14051849-0 Profile Picture
    2 on at
    Criar formularios no Sharepoint usando campos do Dynamics 365
    Mas eu ainda tenho um problema que são as fotos, onde elas serão armazenadas? como eu posso capturar?
  • BC-07052101-0 Profile Picture
    25 on at
    Criar formularios no Sharepoint usando campos do Dynamics 365
    Mas eu ainda tenho um problema que são as fotos, onde elas serão armazenadas? como eu posso capturar?

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