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.
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 the cloud storage of your choice.
- Real-time Migration supports all non-activity entities and activity entities i.e. Email and Appointment.
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.
Last modified 3mo ago