> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/attach2dynamics/features/move-copy-attachments.md).

# Move/Copy Dynamics 365 CRM Attachments

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

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**Note: It is necessary to assign Attach2Dynamics Administrator/ Attach2Dynamics User Security roles to use real-time migration.**
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* **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="/files/IEtzPvJQxQMbWZVgxGdf" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

<figure><img src="/files/tzY1Fk9oneBx4OFdHSk3" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

**Move:**

<figure><img src="/files/OMHLE3FepyYeNOE4fkqA" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

<figure><img src="/files/sJi9JeZnJBoaEmXMFT8Z" 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="/files/IvF12ySXLHeXL5CXhfWb" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

<figure><img src="/files/0DtQLhzgJls08addkMtz" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

**Move:**

<figure><img src="/files/ZjFJnOyQ1TgMIsxOPkm2" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

<figure><img src="/files/ZTnXky7CAFY8XTmRDJBT" 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="/files/K6hs4WaqyaDYXssvcZPm" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

<figure><img src="/files/kLAhLHnsCJVkYKnw5PMA" alt="Move/Copy Dynamics 365 CRM Attachments"><figcaption></figcaption></figure>

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**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 %}

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For any queries, reach out to us at <crm@inogic.com>
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