Move/Copy Dynamics 365 CRM Attachments

Users can move/copy Dynamics 365 CRM Notes Attachments/Email Attachments and Sales Literature Attachments to SharePoint.

Note: It is necessary to assign Attach2Dynamics Administrator/ Attach2Dynamics User Security roles to use real-time migration.

• Notes:

If enabled, it’ll move/copy the Note Attachments to the respective entity folder and leave a hyperlink of the path in Note Body. By clicking on the link, users can navigate to the respective SharePoint folder where the attachments are stored.

Copy:

Move:

• Email Attachments:

If enabled, it’ll move/copy the Email Attachments to a common folder called Email Attachments or Regarding folder and leave a hyperlink of the path in Note Body.

Copy:

Move:

• Sales Literature Attachments:

If enabled, it’ll move/copy the Sales Literature Attachments to the respective Sales Literature folder and leave a hyperlink of the path back in the Cloud Storage Links section.

Note:

• It is necessary to create Entity Configurations to move Email & Sales Literature Attachments to the cloud storage of your choice.
• Real-time Migration supports all non-activity entities and activity entities i.e. Email and Appointment.

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