Move/Copy Attachments

Users can move/copy Dynamics 365 CRM Notes Attachments/Email Attachments and Sales Literature Attachments to Dropbox, SharePoint or Azure Blob Storage on real time.

Move: You will be able to move all the attachments to the cloud storage of your choice.

Copy: You will be able to make a copy of the attachments and move it to the cloud storage of your choice.

In order to achieve this it is necessary to configure entities. For detailed steps click here.

Notes Attachments: If enabled, it’ll move/copy the Note Attachments to the respective entity folder and leave a a hyperlink of the path in Note Body.

Copy Note Attachment
Move Note Attachment

Note: It is necessary to create Entity Configurations to move Email & Sales Literature Attachments to cloud storage of your choice.

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 Email Attachment
Move Email Attachment

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 Cloud Storage Links section. You can view the moved file from Attach2Dynamics UI.