# Move/Copy Dynamics 365 CRM Attachments

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

{% hint style="info" %}
**Note: It is necessary to assign Attach2Dynamics Administrator/ Attach2Dynamics User Security roles to use real-time migration.**
{% endhint %}

* **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:**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FtZfYc9WoxV60chaKdCWG%2Fimage-a2d-8.png?alt=media&#x26;token=5fd9aac5-6d94-4e1a-a744-aacb48f52cfe" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FZDkq9IJdooed62xRrXdT%2Fimage-a2d-9.png?alt=media&#x26;token=5500a14b-a7b6-467b-94bd-167233427050" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

**Move:**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fxb93tQdMAcVhzEmevB4y%2Fimage-a2d-10.png?alt=media&#x26;token=9ddca535-0a98-4903-ac6a-657780c7b353" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F93wsDJLTrSgQBSO5UG8u%2Fimage-a2d-11.png?alt=media&#x26;token=24c19d5b-fdc6-4fe6-9c83-79df4ef2c945" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

* **Email Attachments:**&#x20;

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:**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fe2H7JiF9fkGURtnePYTl%2Fimage-a2d-12.png?alt=media&#x26;token=1bfe50d5-ba44-4f04-9612-a183a4c3f2d0" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FW4OtKT8qRQ4jqo5o0DaS%2Fimage-a2d-13.png?alt=media&#x26;token=d19819a5-090e-4336-9c93-e0e1b29b0b42" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

**Move:**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FZOOBp97o6mBSKrdfThaN%2Fimage-a2d-14.png?alt=media&#x26;token=577d7bb5-ff25-4f8a-997c-a98daff5d154" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FGUJAG1K5NC3DdBUjGLkU%2Fimage-a2d-15.png?alt=media&#x26;token=f44c5baa-e549-4567-ab19-27dc6422ab9b" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

* **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.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FpViViW8b8ATRWbfyioNQ%2Fimage-a2d-16.png?alt=media&#x26;token=55c4350d-f840-4acd-a2c6-00b228efce78" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FLlNFsuHj69Z8zdOFnkp1%2Fimage-a2d-17.png?alt=media&#x26;token=1e039a00-e376-4132-b89d-b564ccf367d5" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:**

* **It is necessary to create Entity Configurations to move** [**Email** ](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration#email-attachments)**&** [**Sales Literature** ](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration#sales-literature-attachments)**Attachments to the cloud storage of your choice.**
* **Real-time Migration supports all non-activity entities and activity entities i.e. Email and Appointment.**
  {% endhint %}

{% hint style="success" %}
For any queries, reach out to us at <crm@inogic.com>
{% endhint %}


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