1. Equipment Rental
  2. Rental Management for D365 Sales
  3. Working with Rental Management for D365 Sales
  4. Use Rental Management for D365 Sales

Manage rental files

For several entities, files are synchronized between Rental Management for D365 Sales and D365 FO.
How the files are synchronized depends on the direction. You can synchronize files from:
  • Rental Management for D365 Sales to D365 FO.
  • D365 FO to Rental Management for D365 Sales.


Rental sales Rental sales Start Start Where to upload files? Where to upload files? Upload files in Rental Management for D365 Sales Upload files in Rental Management for D365 Sales In Rental Management for D365 Sales, you can upload files. The files are uploaded to a SharePoint folder. For these Rental Management for D365 Sales entities, the path to the SharePoint folder is synchronized to D365 FO: Account: Synchronized to the related prospect. Quote: Synchronized to the related rental quotation or project rental quotation. Order: Synchronized to the related rental order or project rental order. The uploaded file is stored in SharePoint in a specific folder for the Rental Management for D365 Sales record. If: No folder exists for the Rental Management for D365 Sales record, a folder is created in which the uploaded file is stored. A folder exists for the Rental Management for D365 Sales record, the uploaded file is stored in this folder. Procedure 1. Sign in to Rental Management for D365 Sales. 2. In the Site map, click the desired entity: Accounts, Quotes, or Orders. 3. Select the desired record. 4. On the command bar, click Edit. 5. Click Related, Documents. 6. Click Upload. 7. Choose the desired file. 8. Click OK. Notes For more information on setting up SharePoint for Rental Management for D365 Sales, refer to Set up customer engagement apps to use SharePoint Online. View files in D365 FO that are uploaded in Rental Management for D365 Sales View files in D365 FO that are uploaded in Rental Management for D365 Sales In Rental Management for D365 Sales, you can upload files. The files are uploaded to a SharePoint folder. For these Rental Management for D365 Sales entities, the path to the SharePoint folder is synchronized to D365 FO: Account: Synchronized to the related prospect. Quote: Synchronized to the related rental quotation or project rental quotation. Order: Synchronized to the related rental order. From D365 FO, using the synchronized path, you can access the SharePoint folder where the files are stored. Procedure 1. Sign in to Rental Management for D365 Sales. 2. In the Site map, click the desired entity: Accounts, Quotes, or Orders. 3. Select the desired record. 4. On the command bar, click Edit. 5. On the command bar, click Open. 6. In D365 FO, expand the general section (Prospect) or the header section (Rental quotation, Project rental quotation, Rental order, or Project rental order.) 7. In the SharePoint file path field, click the link. 8. In SharePoint, view the files for the record. Upload files in D365 FO Upload files in D365 FO In D365 FO, you can attach files to records. The files are uploaded to a SharePoint folder. For these D365 FO entities, the path to an attached file is synchronized to Rental Management for D365 Sales: Prospect: Synchronized to the related account. Rental quotation: Synchronized to the related quote. Project rental quotation: Synchronized to the related quote. Rental order: Synchronized to the related order. Project rental order: Synchronized to the related order. Uploaded files are stored in SharePoint in one general folder. Procedure 1. Sign in to Rental Management for D365 Sales. 2. In the Site map, click the desired entity: Accounts, Quotes, or Orders. 3. Select the desired record. 4. On the command bar, click Edit. 5. On the command bar, click Open. 6. In D365 FO, click Attachments. 7. Click New, SharePoint. 8. Browse for and select the desired file. Notes For more information on how to set up SharePoint for D365 FO, refer to Configure document management. View files in Rental Management for D365 Sales that are uploaded in D365 FO View files in Rental Management for D365 Sales that are uploaded in D365 FO In D365 FO, you can attach files to records. The files are uploaded to a SharePoint folder. For these D365 FO entities, the path to an attached file is synchronized to Rental Management for D365 Sales: Prospect: Synchronized to the related account. Rental quotation: Synchronized to the related quote. Project rental quotation: Synchronized to the related quote. Rental order: Synchronized to the related order. In Rental Management for D365 Sales, you can view and open the files that are attached in D365 FO. Procedure 1. Sign in to Rental Management for D365 Sales. 2. In the Site map, click the desired entity: Accounts, Quotes, or Orders. 3. Select the desired record. 4. On the command bar, click Edit. 5. Click the D365 FO Files tab. 6. To open a file, click the link in the File field. End End Rental Management  for D365 Sales D365 FO

Activities

Name Responsible Description

Upload files in Rental Management for D365 Sales

Rental sales

In Rental Management for D365 Sales, you can upload files. The files are uploaded to a SharePoint folder. For these Rental Management for D365 Sales entities, the path to the SharePoint folder is synchronized to D365 FO:

  • Account: Synchronized to the related prospect.
  • Quote: Synchronized to the related rental quotation or project rental quotation.
  • Order: Synchronized to the related rental order or project rental order.
The uploaded file is stored in SharePoint in a specific folder for the Rental Management for D365 Sales record. If:
  • No folder exists for the Rental Management for D365 Sales record, a folder is created in which the uploaded file is stored.
  • A folder exists for the Rental Management for D365 Sales record, the uploaded file is stored in this folder.

View files in D365 FO that are uploaded in Rental Management for D365 Sales

Rental sales

In Rental Management for D365 Sales, you can upload files. The files are uploaded to a SharePoint folder. For these Rental Management for D365 Sales entities, the path to the SharePoint folder is synchronized to D365 FO:

  • Account: Synchronized to the related prospect.
  • Quote: Synchronized to the related rental quotation or project rental quotation.
  • Order: Synchronized to the related rental order.
From D365 FO, using the synchronized path, you can access the SharePoint folder where the files are stored.

Upload files in D365 FO

Rental sales

In D365 FO, you can attach files to records. The files are uploaded to a SharePoint folder. For these D365 FO entities, the path to an attached file is synchronized to Rental Management for D365 Sales:

  • Prospect: Synchronized to the related account.
  • Rental quotation: Synchronized to the related quote.
  • Project rental quotation: Synchronized to the related quote.
  • Rental order: Synchronized to the related order.
  • Project rental order: Synchronized to the related order.

Uploaded files are stored in SharePoint in one general folder.

View files in Rental Management for D365 Sales that are uploaded in D365 FO

Rental sales

In D365 FO, you can attach files to records. The files are uploaded to a SharePoint folder. For these D365 FO entities, the path to an attached file is synchronized to Rental Management for D365 Sales:

  • Prospect: Synchronized to the related account.
  • Rental quotation: Synchronized to the related quote.
  • Project rental quotation: Synchronized to the related quote.
  • Rental order: Synchronized to the related order.

In Rental Management for D365 Sales, you can view and open the files that are attached in D365 FO.

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