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Attach2Dynamics
What's New!
Installation
Getting Started
Prerequisites
Configuration
Features
Drag & Drop
Upload
Download
Rename
Copy Link
Create Folder
Deep Search
Move/Copy Attachments
Support for Multiple Document Location
Email
Upload files from Home page
Delete
View
Open Folder
Security Templates
Bulk Migration Job
Use Attach2Dynamics UI in IFRAME
How-to Guides
Uninstallation
FAQs
Auto Tax Calculator
Click2Clone
Click2Export
Click2Undo
Gamifics365
InoLink
Kanban Board
Lead Assignment and Distribution Automation
Map My Relationships
Marketing4Dynamics
SharePoint Security Sync
Subscription and Recurring Billing Management
User Adoption Monitor
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Security Templates
Security Templates Entity enables to control access given to the users over various features of Attach2Dynamics such as Upload, Download, Email, Copy Link, Rename etc. in all three cloud storage – SharePoint, Dropbox and Azure Blob Storage.
Note:
  • If no template is created for a user, then all the features would be enabled except the Delete feature.
  • For Delete feature a Security Template is must.
  • If multiple Security Templates are created for a single user then that user gets the cumulative permissions from the Security Templates.
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Bulk Migration Job
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