Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app


Check the other articles of this series

Recently I wrote a blog post that mentions a few points that we can consider while designing a solution with regards to attachments in Dynamics 365 for Phone / Tablet App.

Attachment to Notes à

https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/

Using SetWordTemplate to combine multiple attachments as a single doc à

https://nishantrana.me/2020/04/01/calling-setwordtemplate-from-custom-ribbon-button-in-dynamics-365/

Using the above approach, we can get the doc file attached to the notes.

However, if we try to open the file, we would get the below error message.

To get working with attachments seamlessly from the Mobile / Tablet device, we can make use of out of the box SharePoint integration feature of the product.

https://docs.microsoft.com/en-us/power-platform/admin/set-up-dynamics-365-online-to-use-sharepoint-online

It will allow the user to upload any files from the local file system.

Full access to the local file system

While trying to open the word document it will open the appropriate apps installed

Hope it helps..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

2 thoughts on “Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app”

Please share your thoughts

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.