{"id":13662,"date":"2018-12-14T09:38:14","date_gmt":"2018-12-14T09:38:14","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=13662"},"modified":"2018-12-14T09:38:14","modified_gmt":"2018-12-14T09:38:14","slug":"upload-documents-to-sharepoint-from-resco-mobile-app","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2018\/12\/upload-documents-to-sharepoint-from-resco-mobile-app\/","title":{"rendered":"Upload Documents to SharePoint from Resco Mobile App"},"content":{"rendered":"<h2>Introduction:<\/h2>\n<p style=\"text-align: justify;\">Resco Mobile app allow user to upload the documents to SharePoint. Users can upload PDF files, Office documents, images, audio\/video files etc. to the SharePoint from mobile.<\/p>\n<p>Below options are available for user to upload the documents from mobile app:<\/p>\n<ul>\n<li>Signature<\/li>\n<li>Capture Picture<\/li>\n<li>Choose Picture<\/li>\n<li>Select File<\/li>\n<li>Record Audio<\/li>\n<li>Record Video<\/li>\n<li>Use Last Photo Taken<\/li>\n<li>Open From<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Consider a scenario where user wants to upload the SharePoint documents for particular account from Mobile. Below are the steps need to be follow in order to configure the SharePoint and uploading documents to SharePoint from Resco Mobile App:<\/p>\n<p><strong>1<\/strong>.\u00a0First step will be configure the SharePoint for CRM.<\/p>\n<p style=\"text-align: justify;\">Please refer <a href=\"https:\/\/www.inogic.com\/blog\/2014\/07\/server-based-sharepoint-integration-for-microsoft-dynamics-crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">https:\/\/www.inogic.com\/blog\/2014\/07\/server-based-sharepoint-integration-for-microsoft-dynamics-crm\/<\/a>\u00a0 link to configure SharePoint for D365.<\/p>\n<p><strong>2<\/strong>. Next step is to configure setting for SharePoint for Resco mobile app.<\/p>\n<p style=\"text-align: justify;\">In order to configure setting, we need to open Resco project in \u201cResco Woodford\u201d. Since we need to upload documents for account entity, navigate to account entity form and add list by clicking \u201cAdd List\u201d as shown in the below screenshot.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-13670\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/12\/Upload-Documents-to-SharePoint-from-Resco-Mobile-App.png\" alt=\"Upload Documents to SharePoint from Resco Mobile App\" width=\"1011\" height=\"472\" \/><\/p>\n<p>This will provide the grid for documents on the account entity form in the Resco mobile app.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13663\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/12\/1Upload-Documents-to-SharePoint-from-Resco-Mobile-App.png\" alt=\"Upload Documents to SharePoint from Resco Mobile App\" width=\"822\" height=\"342\" \/><\/p>\n<p><strong>3<\/strong>. While Using the Mobile app for uploading the documents, User need to add SharePoint credentials. For this Navigate to Resco MobileCRM app -&gt;&gt; Setup -&gt;&gt; SharePoint and enter the Username and password.<\/p>\n<p style=\"padding-left: 150px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-13664\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/12\/2Upload-Documents-to-SharePoint-from-Resco-Mobile-App.png\" alt=\"Upload Documents to SharePoint from Resco Mobile App\" width=\"387\" height=\"533\" \/><\/p>\n<p><strong>4<\/strong>.\u00a0Now user can add documents to SharePoint for the account from Mobile add by clicking on \u201c+\u201d button from Resco Mobile app.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter wp-image-13665\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/12\/3Upload-Documents-to-SharePoint-from-Resco-Mobile-App.png\" alt=\"Upload Documents to SharePoint from Resco Mobile App\" width=\"812\" height=\"338\" \/><\/p>\n<p style=\"padding-left: 120px;\"><img decoding=\"async\" class=\"aligncenter wp-image-13666\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/12\/4Upload-Documents-to-SharePoint-from-Resco-Mobile-App.png\" alt=\"Upload Documents to SharePoint from Resco Mobile App\" width=\"411\" height=\"628\" \/><\/p>\n<p style=\"text-align: justify;\">User can upload the document using any of the option mentioned in above screenshot.\u00a0 Then Sync the app (if in Offline mode) and the documents will be uploaded in the SharePoint.<\/p>\n<p style=\"padding-left: 150px;\"><img decoding=\"async\" class=\"aligncenter wp-image-13667\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/12\/5Upload-Documents-to-SharePoint-from-Resco-Mobile-App.png\" alt=\"Upload Documents to SharePoint from Resco Mobile App\" width=\"323\" height=\"472\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-13668\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2018\/12\/6Upload-Documents-to-SharePoint-from-Resco-Mobile-App.png\" alt=\"Upload Documents to SharePoint from Resco Mobile App\" width=\"1063\" height=\"426\" \/><\/p>\n<h2>Conclusion:<\/h2>\n<p style=\"text-align: justify;\">User can easily upload documents to SharePoint from Resco Mobile App. Read our blog series on <a href=\"https:\/\/www.inogic.com\/blog\/?s=Resco+Mobile+app\" target=\"_blank\" rel=\"noopener noreferrer\">Resco Mobile CRM.<\/a><\/p>\n<blockquote>\n<p class=\"entry-title\"><em><strong>{Announcing} <a href=\"https:\/\/www.inogic.com\/product\/productivity-pack\/drag-drop-dynamics-365-crm-multiple-attachments-sharepoint-cloud-storages\" target=\"_blank\" rel=\"noopener noreferrer\">Attach2Dynamics<\/a> \u2013 Drag, Drop and Manage Dynamics 365 Documents in SharePoint or DropBox \u2013 The Windows Explorer Way!<\/strong><\/em><\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Resco Mobile app allow user to upload the documents to SharePoint. Users can upload PDF files, Office documents, images, audio\/video files etc. to the SharePoint from mobile. Below options are available for user to upload the documents from mobile app: Signature Capture Picture Choose Picture Select File Record Audio Record Video Use Last Photo\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2018\/12\/upload-documents-to-sharepoint-from-resco-mobile-app\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":13669,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18,19,48,53],"tags":[1445,1447,1610,1611],"class_list":["post-13662","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-365-v9-2","category-dynamics-crm","category-resco-mobile-crm","category-sharepoint","tag-resco-mobile-app","tag-resco-mobile-crm","tag-sharepoint-dynamics-365","tag-sharepoint-dynamics-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/13662","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=13662"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/13662\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/13669"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=13662"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=13662"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=13662"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}