Dropbox

Follow the steps given below to configure the Dropbox connector:

Navigate to Attach2Dynamics app --> Connectors--> Click on New --> Fill the following details.

• Name: Give a name to the connector.

• Connector Type: Choose Dropbox from the drop-down.

• Default connector: If required, enable the checkbox to set Dropbox_1 as the default connector.

Note: The user has to create a new app for each new Dropbox connector.

Now to get the ID/Secret for Dropbox follow the steps given below:

• Go to www.dropbox.com and enter your login credentials for Dropbox. After you are logged in you will land on the ‘Home Page.’ At the bottom right corner of the screen click on the ‘Points of Ellipsis (the three dots)’ and then select Developers from the view.

• Now, click on My Apps on the list on the left.

• If you have already created an app click on the ‘app icon’. You will be redirected to the App’s home page. Scroll down and you will find App Key and App Secret.

• If you don’t have an app click on Create App. From Choose an API click on the Dropbox API button.

• In Choose the type of access you need select Full Dropbox.

• Name your app – Here enter the name of the app you are going to create. Check ‘agree to terms’ and click on the Create App button. After clicking on the Create App button you will be redirected to the home page of the created app. Select your App Key and App Secret from here.

• To configure, enter credentials in the ‘New Connector’ under the Credentials section. After you enter the Password/Secret (Dropbox App Secret) it immediately gets encrypted as shown below.

For WorkSpace - Personal: Users to create a dedicated space within their Dropbox account for personal files and folders. This feature is particularly useful for users who want to keep their personal and professional files separate and organized.

• To authenticate this, click on Authenticate.

Note: This button is visible only to users with System Administration or Attach2Dynamics Administrator roles.

You will receive the Success message.

For Example: Now if any logged-in user uploads or performs any attachment action on files in Dropbox. Let’s upload a few files and see how it works.

Note: To use Attach2Dynamics UI, Entity Configuration is required. (LINK HERE)

• Navigate to a desired ‘Entity’ e.g. Lead Entity.

• Click on the required Lead Record.

• Now Click on the ‘Attach2Dynamics’ Button.

• Click on the ‘Upload’ Button and send the ‘Files’ on Dropbox from Attach2Dynamics UI.

• These files will be directly created within Dropbox if the WorkSpace field is set to Personal.

• However, Entity folders will be created and the personal folders with the respective names will be generated inside them.

For WorkSpace - Dropbox Team:

Users will be able to give access to this WorkSpace created in Dropbox cloud storage to their team members if necessary. To do so;

• Name: Give a name to the connector.

• Connector Type: Choose Dropbox from the drop-down.

• Default connector: If required, enable the checkbox to set Dropbox_1 as the default connector.

Then go to Credentials in the ‘New Connector’. After you enter the Password/Secret (Dropbox App Secret) it immediately gets encrypted as shown below.

Go to the WorkSpace field and select Team. After selecting Team, another field will appear termed Team Folder. Give a name to the team folder and complete the Configuration by clicking Authenticate.

Note: This button is visible only to users with System Administration or Attach2Dynamics Administrator role.

Once Authenticated, you will receive a Success message.

Once you upload files from Attach2Dynamics UI to Dropbox, in Dropbox Team, files will be created within the “Team Folder” as shown in the screenshot below:

These “Team Folders” will have Entity Folders that will contain the list of Record Folders.

For any queries, reach out to us at [e-mail]