Raptor Integration

In this article the procedure is discussed how to use Raptor in combination with D365-CE.

The following components have document support in Raptor.

Account
Opportunity
Quote

Account

Using the Raptor Document List button, Documents can be added in Raptor.

The user needs to drag a document into the correct template.

In the account view the following templates are foreseen.

RFI
Technical Drawings
Reference Photos
Legal Documents
Excel Calculations

The tags will be set automatically if you select one of the above templates.

💡

Best practice to upload Reference Photos using your laptop instead of through phone. The interface is not optimised for mobile.

Opportunity

In the opportunity view the following templates are foreseen.

RFI
Technical Drawings
Reference Photos
Legal Documents
Excel Calculations

Quote

In the quote view the following templates are foreseen.

Draft Quote
Won Quote

💡

A quote which is not signed yet (= not won), should always be uploaded as a Draft Quote. Only the signed won quote should be uploaded as a Won Quote as this quote is send to the service desk after the quote has been set to Won in CE.

⚠️

Always upload the won quote before clicking on "Set as Won".

General Remarks

It's a best practice to not upload any files using the timeline. The file is not uploaded into Raptor and uses an expensive storage component, named Microsoft Dataverse.