1) How can you move history attachments?

With the use of Attach2Dynamics feature called Bulk Migration job, you can move your historical notes/email/sales literature attachments.

2) How to enable file deletion?

To enable file deletion, you need to create Security Template with required actions.

3) We have done a sandbox copy of the production environment to a TEST env. and like to have the 'Attach2Dynamics' solution to work in this new instance. What do we need to do?

You need to delete the Inogic License Details record from your sandbox environment. After deleting the next step would be to activate the license.

To delete the Attach2Dynamics license follow the below steps:

Step 1: Navigate to Advanced Find.

Step 2: Select Inogic License Details in ‘Look for’ and click on Results button.

Step 3: Select the Attach2Dynamics record and delete it.

4) I get the following error while creating an anonymous link of file on Attach2Dynamics UI, how can I resolve this?

This error is due to insufficient permissions on SharePoint. So, you need enable some settings in SharePoint. For more details, please click here.

5) Is it possible to connect with multiple cloud storage?

Yes, you can connect with multiple cloud storage. For this, you have to create different connectors depending upon each cloud storage.

6) After importing the solution of Attach2Dynamics from website all the Processes of Attach2Dynamics are in a 'Draft/Deactivated' state. What to do?

Once the solution is imported, please follow the below steps to activate all the processes of Attach2Dynamics.

  • Click on the gear icon at the top right --> Select Advanced Settings.

  • Then select Processes.

  • From All Process View activate the process shown in the below screenshot.