Streamlining Document Uploads for Entities by Sales Team Members Using the Mobile Application
Uploading documents to Dynamics 365 through mobile devices can enhance the flexibility and efficiency of your team members. In this blog, I’ll Walk you through a step-by-step procedure for uploading documents using the **Sales Team Member** app on mobile devices. This guide focuses on document upload via the mobile version of Dynamics 365, showcasing how easy it is to manage files on the go.
Whether you’re a Sales Team Member or an administrator, this simple process will help you streamline document management using the mobile application.
The Use-Case: Uploading Documents in Sales Team Member
Imagine a scenario where your team needs to upload documents related to orders, opportunities, or leads while out in the field. Using the Sales Team Member app, the document upload process is streamlined and works seamlessly. Here’s how you can do it:
- Sales Team Member mobile app is launched on the device, allowing users to log in and access various entities such as Leads, Opportunities, and Order Fulfillment records.
- The user navigates to the Order Fulfillment entity and opens a specific record. The app provides easy access to the Documents section of the record.
- Users tap the ellipsis (three dots) beside the Document Associated Grid to select the Upload option and choose a file from their device.
- Once the document is uploaded, it is automatically stored in SharePoint, associated with the record in Dynamics 365. The document is now accessible both on the mobile app and the web version.
- Upon completion, users can view the document, either directly on their mobile device or through the web interface, providing a seamless and efficient document management experience.
Key Components of the Solution
PowerApps Mobile Application: This app provides an easy-to-use interface for users to interact with Dynamics 365 on their mobile devices, including document uploads.
Document Upload in Dynamics 365: The process allows users to upload files to records in various entities such as Order Fulfillment, Leads, Opportunities, etc.
SharePoint Integration: After uploading the document via mobile, it is stored in SharePoint, where it is accessible both on the mobile device and the web interface.
Step-by-Step Process
Step 1: Install the Power Apps Application
Navigate to your App Store or Play Store, install the Power Apps app, and open it.
Step 2: Sign In
Sign in with your work account by adding it to the app. Enter your credentials when prompted.
Step 3: Access the Sales Team Member App
Once logged in, find and select the Sales Team Member app to access your required entities and records.
Step 4: Navigate to the Order Fulfillment Entity
To upload a document, go to the Order Fulfillment entity. The upload process is the same across all entities.
Step 5: Upload the Document
In the Order Fulfillment record, tap the Related tab, then select Documents. Tap the ellipsis (three dots) beside the Document Associated Grid and choose Upload. Select Choose File to upload the document from your mobile storage.
Step 6: After selecting Upload, you’ll see a prompt. Tap Choose File to access your Gallery/File Storage. Select your desired file, then tap OK.
Step 7: View Uploaded Document
Once uploaded, the document will display on your mobile app, and you can also view it on the web version. The document will be stored in SharePoint and accessible from either platform.
Mobile version:
Web version:
On opening the file, the file opens SharePoint and displays the document.
To encapsulate, with the above procedure, Sales Team Members can easily upload documents via their mobile devices in Dynamics 365, making it easier to manage and share important files from anywhere. This streamlined process not only boosts efficiency but also ensures your team stays connected, even when working remotely or on the move.
Hope this helps!!!
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