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Move/Copy Dynamics 365 CRM Attachments
Users can move/copy Dynamics 365 CRM Notes Attachments/Email Attachments and Sales Literature Attachments to SharePoint.
- 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.
Last modified 1mo ago