In today’s blogpost, we’ll show you how to use Power Apps and Flow to send a photo from any mobile phone to an Account’s SharePoint Folder. Enjoy!
Depending on the type of business, it can be pretty common for field employees to need to take photos of the work they do. These photos are generally archived by the business as a record of work done and/or used in reports that go to customers showcasing the work done for them. Many businesses prefer SharePoint as a place for storing such photos. If you use Dynamics 365 for Customer Engagement, you can use the OOB SharePoint Integration to create unique folders in SharePoint using a concatenation of the name of the Account and the account’s Unique Identifier.
For example, in our test environment we’ve got an Account named Saratoga Boat works and the associated folder is named Saratoga Boat works_28D7AD371687E811A967000D3A109495.
Using PowerApps, we created a simple app to display a list of the Accounts a user owns:
When we click on an individual Account record, we see the photo page. We click on the icon to take the photo. This action will perform two functions:
1. Capture the image and add it to a gallery with a unique name.
2. Navigate the user to the photo review page, where the user can decide to delete, retake, or save the photo to SharePoint.
When the User clicks the Save icon, the image will be sent to the Documents folder associated to the Saratoga Boat works account in Dynamics,
When we navigate to the SharePoint folder from the Saratoga Boat works record in Dynamics 365, we can see the image we just took and saved.
So, how did we get the photo to that specific folder? With a Flow! To send the photo to the SharePoint location, we create a Flow using the Create SharePoint File function.
In the Flow, we pass three variables:
1. Folder Path
2. File Name
3. Image Content
In the PowerApps-built app, we have an onclick event that triggers the Flow:
As you can see, we are using a Concatenate function to create the folder name for the account.
And that’s pretty much it. In PowerApps, you call this Flow on press of the save button, which will save the photo in the correct SharePoint folder. Don't forget to subscribe to our blog for more helpful tips!
Cool, huh? As always, happy PowerApps’ing!!
Hub not appearing in the D365 Mobile App?
Have you recently created or added a Microsoft Dynamics 365 App or Hub that won’t display in a user’s D365 Mobile App? Frustrated? Well, today’s blog post is just for you!
The issue may very well have to do with the security role tied to the published App. The steps below describe how to check and change those security roles.
1. Check the security roles tied to a specific app by clicking Settings > My Apps.
Note that if My Apps is not appearing under Settings, you may be able to access the App Management area directly by adding the following to your D365 website URL: /Webresources/msdyn_appmanagementcontrol
2. From here, click the ellipses (…) to view more options on any individual App:
3. In the popup box, select MANAGE ROLES.
4. Here you can select the specific security roles that will have access to the app. The System Administrator and System Customizer have access to all Apps by default. Add any security roles you need to so that your users can access the mobile App. Hit <Save>.
The Colchester Borough Council: Dynamics 365 Case Study
The Colchester Borough Council (The Council) is a local government authority serving approximately 190,000 residents within the County of Essex in the United Kingdom. Resident services include refuse and recycling collection; housing advice; food and safety inspection; planning services; and licensing and permitting.
Microsoft Dynamics 365 provides The Council with a front to back office solution, visibility across the organization and mobile capabilities to better assist residents. The Council leveraged PowerObjects' Education Team to create custom training to advance internal skill sets to extend current customizations and successfully deploy future developments.
"The philosophy of teaching a man how to fish seems to be embedded in PowerObjects' consulting philosophy," says Piercy. "They ask what you want to accomplish and then teach you the way to do it."
Do you use PowerPhoto but also consistently utilize the Microsoft Dynamics 365 mobile app? Well, good news! You don't have to wait until you're back at your desk to add photos through PowerPhoto anymore. You can now use PowerPhoto on-the-go!
To use PowerPhoto on the Dynamics 365 mobile app, first enable the PowerPhoto web resource for tablets.
1. Navigate Settings > Customizations > Customize the System > Web Resources
2. Locate the PowerPhoto web resource: popp_/Photo.html
3. Open the web resource and check "Enable for tablet"
Note: when you update the PowerPhoto solution, you may need to re-enable the web resource for mobile.
Next, you will want to set up the web resource on the form. For detailed instructions on how to do this, please review our PowerPhoto user guide:
Now, on your mobile device, you can use the PowerPhoto to view and add photos. Log into the CRM mobile app, update the customizations made to the CRM, and start uploading photos!
To add a photo, select the plus sign button, and start to add photos right from your device:
You can see the photo added to PowerPhoto from the mobile device.
This change is then reflected in CRM:
Want to try it for yourself? Download PowerPhoto and begin your free 30 day trial!