# Inogic Productivity Apps

[**Inogic**](https://www.inogic.com/) founded in 2006, is a leading Microsoft Gold ISV Partner and has been delivering [innovative solutions](https://www.inogic.com/product/integrations/productivity-apps) to enhance the efficiency of Microsoft Dynamics 365 CRM and Dataverse. Check our 15+ Microsoft Marketplace Preferred Apps below to know more:

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

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><mark style="color:blue;"><strong>Maplytics</strong></mark></td><td>Map Integration app to harness the power of geo-analytics by visualizing CRM data on the Map</td><td></td><td><a href="https://docs.maplytics.com/?utm_source=Inogic-docs&#x26;utm_medium=link_click&#x26;utm_campaign=maplytics_docs">https://docs.maplytics.com/?utm_source=Inogic-docs&#x26;utm_medium=link_click&#x26;utm_campaign=maplytics_docs</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>Attach2Dynamics</strong></mark></td><td>Integrate Dynamics 365 CRM with Azure Blob Storage, Dropbox, and SharePoint</td><td></td><td><a href="https://docs.inogic.com/attach2dynamics">https://docs.inogic.com/attach2dynamics</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>SharePoint Security Sync</strong></mark></td><td>Synchronize Dynamics 365 CRM and SharePoint Security Model</td><td></td><td><a href="https://docs.inogic.com/sharepoint-security-sync">https://docs.inogic.com/sharepoint-security-sync</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>Marketing4Dynamics</strong></mark></td><td>Integrate Mailchimp with Dynamics 365 CRM</td><td></td><td><a href="https://docs.inogic.com/marketing4dynamics">https://docs.inogic.com/marketing4dynamics</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>User Adoption Monitor</strong></mark></td><td>Monitor, Review &#x26; Improve Dynamics 365 CRM adoption</td><td></td><td><a href="https://docs.inogic.com/user-adoption-monitor">https://docs.inogic.com/user-adoption-monitor</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>Click2Clone</strong></mark></td><td>Copy/Clone Dynamics 365 CRM Records</td><td></td><td><a href="https://docs.inogic.com/click2clone">https://docs.inogic.com/click2clone</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>Kanban Board</strong></mark></td><td>Card-based kanban view for Dynamics 365 &#x26; Dataverse</td><td></td><td><a href="https://docs.inogic.com/kanban-board">https://docs.inogic.com/kanban-board</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>Map My Relationships</strong></mark></td><td>Visualize Dynamics 365 Entity records into Relationship Maps</td><td></td><td><a href="https://docs.inogic.com/map-my-relationships">https://docs.inogic.com/map-my-relationships</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>Alerts4Dynamics</strong></mark></td><td>Alerts / Notifications Management within Dynamics 365 CRM</td><td></td><td><a href="https://docs.inogic.com/alerts4dynamics">https://docs.inogic.com/alerts4dynamics</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>InoLink</strong></mark></td><td>Integrate QuickBooks online with Dynamics 365 CRM online</td><td></td><td><a href="https://docs.inogic.com/inolink">https://docs.inogic.com/inolink</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>Click2Export</strong></mark></td><td>Export &#x26; Attach Dynamics 365 Reports/CRM Views/Document Templates to Email</td><td></td><td><a href="https://docs.inogic.com/click2export">https://docs.inogic.com/click2export</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>Undo2Restore</strong></mark></td><td>Undo and Restore Dynamics 365 CRM data</td><td></td><td><a href="https://docs.inogic.com/click2undo">https://docs.inogic.com/click2undo</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>DeDupeD</strong></mark></td><td>Seamlessly Detect and Merge Duplicate Records in Dynamics 365 CRM</td><td></td><td><a href="https://docs.inogic.com/deduped">https://docs.inogic.com/deduped</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>WhatsApp4Dynamics</strong></mark></td><td>Send and receive WhatsApp messages from Dynamics 365 CRM and do lot more!</td><td></td><td><a href="https://docs.inogic.com/whatsapp4dynamics">https://docs.inogic.com/whatsapp4dynamics</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>TextSMS4Dynamics</strong></mark></td><td>Enabling SMS Messaging and Many Additional SMS Features within your Dynamics 365 CRM</td><td></td><td><a href="https://docs.inogic.com/textsms4dynamics">https://docs.inogic.com/textsms4dynamics</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>LiveChat4Dynamics</strong></mark></td><td>Integrate Live Chat with Dynamics 365 CRM and seamlessly engage with website visitors in CRM</td><td></td><td><a href="https://docs.inogic.com/livechat4dynamics">https://docs.inogic.com/livechat4dynamics</a></td><td></td></tr><tr><td><mark style="color:blue;"><strong>Translate4Dynamics</strong></mark></td><td>Effortlessly translate Dynamics 365 data in real time across multiple languages</td><td></td><td><a href="https://docs.inogic.com/translate4dynamics">https://docs.inogic.com/translate4dynamics</a></td><td></td></tr><tr><td><a href="/pages/eq3y1Ija4vJp5q0jO7A9"><strong>SharePoint Knowledge AI Search</strong></a></td><td>Empower SharePoint with AI to deliver accurate, contextual, and permission-aware answers from across your documents and sites.</td><td></td><td></td><td></td></tr><tr><td><a href="/pages/xcXOL0y0Z48bJSfWRTvf"><strong>Predict4Dynamics</strong></a></td><td>Enhance AI Predictive Analytics &#x26; Sales Forecasts in Dynamics 365. Get 'Why' behind every prediction using explainable AI</td><td></td><td></td><td></td></tr><tr><td><a href="https://www.inogic.com/product/productivity-apps/ai-automate-workflow-next-best-action-dynamics-365-crm/"><strong>Next Best Action</strong></a></td><td>Real-time, Context-Aware  AI-Assistant recommending the Most Effective Next Action using Proven CRM Success Patterns</td><td></td><td></td><td></td></tr></tbody></table>

{% embed url="<https://youtu.be/u-JO3hsuX0A>" %}

We also have an active [blog](https://www.inogic.com/blog/) where we share tips and tricks related to Microsoft Dynamics 365, Power Platform, etc. Browse and read what our Industry Experts are sharing.


# Maplytics

For detailed help manual and latest updates on Maplytics™, please visit the following link:

### [https://maplytics.com/docs](https://docs.maplytics.com/?utm_source=Inogic-docs\&utm_medium=link_click\&utm_campaign=maplytics_docs)

Maplytics™ is a  leading geo-analytical mapping app for Microsoft Dynamics 365 CRM. Maplytics empowers users across verticals with the power of Geographical Data Visualization, Optimized Routing, Automated Appointment Planning, Proximity Search, Heat Maps, Shape Overlay, Census data visualization and Territory Management to drive better sales, improve business processes and engage right customers at the right time.

{% embed url="<https://www.youtube.com/watch?v=hZ8ieldTNQ4>" %}

| Availability                    | Deployment             |
| ------------------------------- | ---------------------- |
| Dynamics 365 CRM v8.2 and above | On-Premises and Online |
| Dataverse (Power Apps)          |                        |


# Alerts4Dynamics

[Alerts4Dynamics](https://www.inogic.com/product/productivity-apps/add-manage-schedule-notifications-alerts-4-dynamics-365-crm) is a productivity app to create, schedule and manage alerts for different entities in Dynamics 365. You can notify your team or any target audience with necessary information right within the CRM. It enables you to create multiple messages for a single alert in different languages. With Alerts4Dynamics, you can create Alerts for an individual record or set of records based on rules and send those to target users as notifications which will be displayed over a certain period of time. Furthermore, you can access these notifications from anywhere in Dynamics 365 CRM.

### Download 15 days FREE TRIAL from our [website](https://www.inogic.com/product/productivity-apps/add-manage-schedule-notifications-alerts-4-dynamics-365-crm) or [Microsoft AppSource](https://appsource.microsoft.com/en-gb/product/dynamics-365/inogic.alerts-4-dynamics-add-manage-schedule-notification?tab=Overview) today! Check out our[ Video Library](https://www.youtube.com/channel/UCM4V7ousgLSu1hbOEv4DUuQ?sub_confirmation=1) for more such videos on Alerts4Dynamics!

{% embed url="<https://youtu.be/Th1CnQBygn0>" %}

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

| Availability                    | Deployment             |
| ------------------------------- | ---------------------- |
| Dynamics 365 CRM v9.x and above | On-Premises and Online |
| Dataverse (Power Apps)          |                        |


# What's New!

## Version 9.0.0.45&#x20;

* Implemented performance optimizations to enhance overall application responsiveness, processing efficiency, and system stability.

## Version 9.0.0.44&#x20;

* Resolved minor issues related to entity relationships, ensuring improved data consistency and smoother system behavior.

## Version 9.0.0.43&#x20;

* Addressed minor system bugs and implemented refinements to improve overall reliability.

## Version 9.0.0.42&#x20;

* Introduced minor bug fixes and stability improvements to maintain optimal system performance.

## Version 9.0.0.41&#x20;

* General system refinements and bug fixes to enhance operational stability.

## Version 9.0.0.40&#x20;

* Added support for Personal Views in Rule-Based Alerts, allowing users to configure alerts based on their own customized CRM views for greater flexibility and control.

## Version 9.0.0.39&#x20;

* Introduced a Snooze Feature for User Preference and Event-Based Alerts, enabling users to temporarily pause notifications without disabling them permanently.

## Version 9.0.0.38&#x20;

* Resolved Dynamic UI-related issues to ensure a smoother and more consistent user interface experience.

## Version 9.0.0.37&#x20;

* Implemented minor bug fixes and performance improvements.

## Version 9.0.0.36&#x20;

* Enabled Auto-Dismiss functionality for Alerts4Dynamics users, allowing notifications to be automatically cleared based on defined configurations.

## Version 9.0.0.35&#x20;

* Enhanced user notification management by adding the ability to snooze notifications directly from the interface.

## Version 9.0.0.34&#x20;

* Improved security role automation and management: When a user’s Business Unit is changed, the ‘Alerts4Dynamics User’ security role is reassigned automatically.

  &#x20;

  Resolved all known issues related to the ‘Alerts4Dynamics User’ role button.

## Version 9.0.0.33&#x20;

* Added an “Assign Security Role” button within License Configuration.\
  Newly added users in the environment will automatically receive the ‘Alerts4Dynamics User’ role.

## Version 9.0.0.32&#x20;

* Resolved multiple reported issues and implemented overall bug fixes to enhance system reliability.

## Version 9.0.0.31&#x20;

* Introduced enhanced collaboration features:
* Users can mention other users in the Timeline using the Post feature.
* Mentioned users receive notifications along with a customizable message.

## Version 9.0.0.30&#x20;

* Improved auto-dismiss behavior by enabling notifications to be recreated for the same record when necessary.

## Version 9.0.0.29&#x20;

* Added the ability to manually dismiss notifications.

* Improved processing of updates related to associated entities.

## Version 9.0.0.28&#x20;

* Resolved issues related to Advanced Message functionality to ensure accurate notification generation.

## Version 9.0.0.27

* Introduced support for sending Unread Notifications via Email, ensuring users remain informed even when not actively logged into the system.

## Version 9.0.0.26&#x20;

* Updated and redesigned the Notification Bell icon to improve user interface clarity and visual consistency.

## Version 9.0.0.25&#x20;

* General bug fixes and minor system optimizations.

## Version 9.0.0.24&#x20;

* Introduced a Grace Period feature within the licensing framework to improve license management flexibility.

## Version 9.0.0.23

* Resolved issues affecting Email Notification delivery to ensure reliable communication.

## Version 9.0.0.22&#x20;

* Implemented advanced Search functionality to improve notification filtering and accessibility.

## Version 9.0.0.21&#x20;

* Fixed inconsistencies related to Notification Bell behavior.

## Version 9.0.0.20&#x20;

* General system bug fixes and stability enhancements.

## Version 9.0.0.19&#x20;

* Enhanced and updated licensing validation mechanisms for improved compliance.

## Version 9.0.0.18&#x20;

* Added a Search Filter feature to refine and streamline notification searches.

## Version 9.0.0.17&#x20;

* Introduced Rich Text Support, enabling enhanced formatting options within notifications.

## Version 9.0.0.16&#x20;

* Resolved issue related to month calculation logic in scheduling configurations.

## Version 9.0.0.15&#x20;

* Implemented minor accessibility enhancements to improve usability.

## Version 9.0.0.14&#x20;

* Removed the Global Notification feature as part of structural optimization and system improvements.

## Version 9.0.0.13&#x20;

* Introduced the Global Notification feature to allow centralized alert management.

## Version 9.0.0.12

* Fixed an issue affecting Next Run Time calculation within rule-based alerts.

## Version 9.0.0.11&#x20;

* Resolved issues related to Advanced FetchXML functionality to improve data retrieval accuracy.

## Version 9.0.0.10&#x20;

* Implemented general system improvements and stability enhancements.

## Version 9.0.0.9&#x20;

* Updated licensing configuration to improve validation and compliance mechanisms.

## Version 9.0.0.8&#x20;

* Addressed general bug fixes and implemented performance improvements.

## Version 9.0.0.7&#x20;

* Added support for “Include User” and “Exclude User” fields to enhance alert targeting flexibility.

## Version 9.0.0.6&#x20;

* Resolved issues related to Next Run Date Time during rule-based alert configuration.

## Version 9.0.0.5&#x20;

* Improved rule enable/disable processing by implementing asynchronous handling for better performance.

## Version 9.0.0.4&#x20;

* Fixed issue related to notification deletion.

## Version 9.0.0.3 - 2020-10-20

### Features

* Provision to create more engaging messages with all kinds of text formatting using Message Rich Text.
* Provision to set up preferences to receive alert notifications as per the user’s choice
* Provision to configure the alerts as dismissible/non-dismissible
* Provision to configure the alerts as auto-dismissible/non-auto dismissible
* Provision to search for notifications on the Notification panel

## Version 9.0.0.2 - 2020-07-30

### Features

* Provision to configure Event-based alerts&#x20;
* Provision to configure email alert notifications for activity type entities

## Version 9.0.0.1 - 2020-06-11

### Features

* Supports OOB as well as Custom Entities&#x20;
* Create Announcement and Rule-Based/Record-Based
* Alerts can be viewed as pop-ups, form notifications, or sent as email not only to users but also to the customers
* Alerts levels can be categorized as Information, Warning or Critical&#x20;
* View the log of alerts read/dismissed by users&#x20;
* Add start/expiration dates for all alerts&#x20;
* Alerts can be configured to be shown to a particular set of audiences as well as for dynamic audiences
* Related records can also be added for Notification and Email audiences&#x20;
* View alerts from anywhere in CRM


# Installation

Alerts4Dynamics solution can be installed in the following two ways:

* [Install from Microsoft AppSource](https://docs.inogic.com/alerts4dynamics/installation/install-from-microsoft-appsource)
* [Install from Website](https://docs.inogic.com/alerts4dynamics/installation/install-from-website)
* [Solution Upgrade](https://docs.inogic.com/alerts4dynamics/installation/solution-upgrade)

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


# Install from Microsoft AppSource

To install **Alerts4Dynamics** solution from the **Microsoft AppSource**, visit the [link](https://appsource.microsoft.com/en-us/product/dynamics-365/inogic.alerts-4-dynamics-add-manage-schedule-notification?tab=Overview) and go through the steps shown below.&#x20;

* Click on the **FREE TRIAL** button.

<figure><img src="/files/BKWTnDHPc3u2HByxUtM0" alt=""><figcaption></figcaption></figure>

* If the user is already logged into CRM, accept the terms & conditions and click on **Free Trial**.

<figure><img src="/files/xZnuecgUyqGZuyPyp3cT" alt=""><figcaption></figcaption></figure>

* If the user is not logged into CRM, fill in the credentials and **Sign in**.

<div align="left"><img src="/files/HsoVtBaIXYyFLZXDBFmJ" alt=""></div>

* Next, confirm the details in the form, accept the terms & conditions and click on **Continue**.

![](/files/xNdb6TFXF389FwYkT3fj)

* Select your environment from the dropdown list and accept the privacy policies & legal terms. Then click on the **Install** button for the installation to start.

<figure><img src="/files/5Yjh1IwA7NXVqIwWH4mw" alt=""><figcaption></figcaption></figure>

* The installation process will now have started and you can check the status by refreshing the page.

<figure><img src="/files/oSqT4HRqvnAvTdiSe4FC" alt=""><figcaption></figcaption></figure>

* After the installation is done, you will be able to see **Alerts4Dynamics** solution in **My apps**.

<figure><img src="/files/m52iLtZ1FxQ5yW9OZymG" alt=""><figcaption></figcaption></figure>

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


# Install from Website

**Alerts4Dynamics** can be installed from our website in two different methods as shown below.

### Using Power Apps UI

To import the solution from make.powerapps.com, download the Alerts4Dynamics solution from our [website](https://www.inogic.com/product/productivity-apps/add-manage-schedule-notifications-alerts-4-dynamics-365-crm). Then follow the steps as shown below:

* Sign in to [Power Apps](https://make.powerapps.com/?utm_source=padocs\&utm_medium=linkinadoc\&utm_campaign=referralsfromdoc). After signing in, select the instance on which you want to install the solution.

![](/files/-MOS7InV8THCQzkDfuXB)

* From the left navigation, click on **Solutions** as shown below.

![](/files/-MOS7MqOKodblvFho9xj)

* Click on **Import** on the command bar.

![](/files/-MOS7XlxFbBH5_9mdjqf)

* &#x20;On the **Import a solution** page, select **Browse** to locate the previously downloaded compressed (.zip) file that contains the solution.

![](/files/-MOS7de7fmWEKb85bIX9)

![](/files/TF7ZLWzLosp0RyMX4dWr)

* Select **Next**.

![](/files/ikJjvQmTNOdA7svPqYEE)

* Then click on **Import**.

![](/files/a5jrVZgqoBe0OOCuf7aS)

* Your solution will get imported. To check the status of the installation, refresh the page.

![](/files/-MOS86HPFQF2D4yZq0lA)

* After the solution is imported you will get a message on the top notifying the same.&#x20;

![](/files/-MOS94ezRBqGW1mFi5QT)

### Using Classic UI

To install **Alerts4Dynamics** solution, download it from the [website](https://www.inogic.com/product/productivity-apps/add-manage-schedule-notifications-alerts-4-dynamics-365-crm) and then import the managed solution to your CRM environment.&#x20;

Follow the steps to import and install **Alerts4Dynamics** solution.

* Navigate to **Advanced Settings** on Gear icon on the top right to import the solution.

![](/files/-MA9yLCg5dRNoCkVi_qB)

* Navigate to **Settings** --> **Solutions**.

<div align="left"><img src="/files/-MA9yQHHvXOVdnR6dkQh" alt=""></div>

* Click on **Import**.

<div align="left"><img src="/files/-MA9yVVYemmssPKnHWtL" alt=""></div>

* Browse the downloaded file.

![](/files/CgkqDVutctg8Eg0vl6qJ)

* Check **Enable any SDK message processing steps included in the solution** and proceed to import the solution.

<div align="left"><img src="/files/-MA9yZaI4AglYuHuYt4p" alt=""></div>

<div align="left"><figure><img src="/files/tITkrq1Iy5a3kscsMj6y" alt=""><figcaption></figcaption></figure></div>

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


# Solution Upgrade

Follow the steps given below to upgrade the **Alerts4Dynamics** solution to its latest version.

* Login to [https://make.powerapps.com/](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmake.powerapps.com%2F\&data=05%7C01%7Camanda%40netunousa.com%7Cb9d4ae6f0a2d4b08ea8108da6fd37108%7C050b411d987146289b357f0ded3e7323%7C0%7C0%7C637945251248931375%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C\&sdata=LH2Qse%2BodjdlwRiaMMnArrJIFuwAge8K7RNZreJa%2BUk%3D\&reserved=0)
* Select the appropriate environment -> Navigate to **Solutions** -> Click on **Import solution.**

![](/files/BaBTBJ66M8U1S3igkPmF)

* You can now browse and upload your solution for importing.

![](/files/5oSp5V2cmvS7FyFV6BbX)

<figure><img src="/files/jI2olvtCUXzQfCFszMts" alt=""><figcaption></figcaption></figure>

* Click on **Next**.

<figure><img src="/files/zhQL764rwIYnB08ak7Aw" alt=""><figcaption></figcaption></figure>

* Now go to **Advanced Settings** -> Select **Upgrade** ->Verify if **'Enable Plug-In steps and flows included in the solution'** is checked -> Click on **Import.**

<figure><img src="/files/TdXZApm0Y4tCSXZNCduU" alt=""><figcaption></figcaption></figure>

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


# Getting Started

After installation, follow the below steps to start using Alerts4Dynamics:

* [License Activation:](https://docs.inogic.com/alerts4dynamics/getting-started/license-activation) The first step to getting started is to activate license of the solution.&#x20;
* [Set up Security:](https://docs.inogic.com/alerts4dynamics/getting-started/set-up-security) The next step is to assign security roles to users.

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


# License Activation

Before using the solution, it is important to complete the process of **License Activation.**

Here are the steps to activate **Alerts4Dynamics** license.

* Navigate to **Dynamics 365** --> **Alerts4Dynamics** app.&#x20;

<figure><img src="/files/XVgzpKsCncECIy8FtFLs" alt=""><figcaption></figcaption></figure>

* Go to **License Registration**.

![](/files/7rzRd0jkuj0cTp8UaCVa)

Enter the Details: First Name, Last Name, Company Name, Email, Website and Main Phone --> Click on **ACTIVATE**.

![](/files/xGp3Jbrrv5qY4X5pTRKA)

If you want to purchase or extend the trial, click on **SEND REQUEST** --> Enter all details --> Click again on **SEND REQUEST** and send the email to Inogic.<br>

![](/files/d4yuhbUso6SZ4C5QR9MU)

### Alternate method to complete License Activation&#x20;

Here are the steps to complete registration through the **‘License Registration using (\*.lic) file’** section.

* Request .lic file from Inogic --> Save file --> Go to **Alerts4Dynamics** app --> **License Registration** --> Click **Choose File** to locate the file with the extension .lic

![](/files/wOQOD389utpVEDrhleFn)

* Select the file --> Click **Open**.

<figure><img src="/files/lYnbwlwlqcF0R3CJEtnz" alt=""><figcaption></figcaption></figure>

* Click on **Register** to complete the **License Registration**.

![](/files/RZ0EMzNZCqmJdsTzO9aw)

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


# Set up Security

**Alerts4Dynamics** has the following security roles:

{% tabs %}
{% tab title="Alerts4Dynamics Administrator " %}
The **Alerts4Dynamics Administrator** has the rights for License Registration, Enable Entity Configurations, Read Entity Configuration, Create Alerts, View Alerts of other users and has organization-level access of all entities of **Alerts4Dynamics**.
{% endtab %}

{% tab title="Alerts4Dynamics Manager" %}
**Alerts4Dynamics** Manager can Create Alerts and see status of Read/Dismissed Alerts by users. Also, **Alerts4Dynamics** Manager can see only those Alerts that are created by him
{% endtab %}

{% tab title="Alerts4Dynamics User" %}
**Alerts4Dynamics** user can view notifications and create Record-Based Alerts for the records they own.
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Note:**&#x20;

* **It is necessary to assign any one of the above security roles to use Alerts4Dynamics solution**
* **System Administrator has all the rights that Alerts4Dynamics administrator has**
* **For other than the English language, the user must have one of the following roles Alerts4Dynamics User, Alerts4Dynamics Manager, or Alerts4Dynamics Admin even if the user is system admin.**
* **When a new user is created and added to the instance, the user will automatically be assigned with the ‘Alerts4Dynamics User’ Security Role.**
* **If System Admin changes the Business Unit of a user, then "Alerts4Dynamics User" security role will automatically  get applied to the user of that respective Business Unit.**
  {% endhint %}

Follow the simple steps given below to assign security roles to CRM users.

* Navigate to **Alerts4Dynamics App** -> **License Registration** -> Click on the **Assign Security Role** button.

<figure><img src="/files/Hc49P3PSd2QrHArCpc3W" alt=""><figcaption></figcaption></figure>

* A confirmation dialog box will appear. Click on **OK.**

<figure><img src="/files/z6XnAf6NRXqoDY0ej9U7" alt=""><figcaption></figcaption></figure>

* The **Alerts4Dynamics user** security role will now be assigned to all the users present in Dynamics 365 CRM.

<figure><img src="/files/9oWRd1c0XXq9WKCmSRLH" alt=""><figcaption></figcaption></figure>

* Now click on **"OK"** to close the pop up.

<figure><img src="/files/CQYRWqDx45GPmj2bw7vs" alt=""><figcaption></figcaption></figure>

&#x20;You can also follow another alternative method to set up security roles, as mentioned below:

* Go to **Advanced Settings** --> **Settings** --> **Security**.

![](/files/-MAANJWW4E1ZVeilnt1J)

* Select **Users.**

![](/files/-MAANPyLn0MImM-uR1PH)

* Select user --> Click on **MANAGE ROLES.**

<div align="left"><img src="/files/-MAANUhD18p-K-QDHCQo" alt=""></div>

* Click on any one of the security roles --> Click **OK.**

<div align="left"><figure><img src="/files/WFezvojPKXZn0PGyQ8wT" alt=""><figcaption></figcaption></figure></div>

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


# Configuration

Alerts4Dynamics solution has the following configurations:

* [Entity Configuration](https://docs.inogic.com/alerts4dynamics/configuration/entity-configuration)
* [Alert Configuration](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert)
* [Messages](https://docs.inogic.com/alerts4dynamics/configuration/messages)
* [Notify Failure](https://docs.inogic.com/alerts4dynamics/configuration/notify-failure)
* [Email Digest Workflow Configuration](https://docs.inogic.com/alerts4dynamics/configuration/email-digest-workflow-configuration)
* [Post Notification Configuration](https://docs.inogic.com/alerts4dynamics/configuration/post-notification-configuration)
* [Auto-dismiss Alert Notifications](https://docs.inogic.com/alerts4dynamics/configuration/automation)

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


# Entity Configuration

Enabling **Entity Configuration** is essential to **create** and **manage** Alerts for any Entity.

Given below are the steps to enable Entity Configuration in Alerts4Dynamics:

* Navigate to **Alerts4Dynamics App --> License Registration --> Enable Entity Configuration**.

<div align="left"><img src="/files/-MA09K5FH7z8jlsYfgsZ" alt=""></div>

* Select required entities from **Available Entities** --> Click on **'Forward'** button to move them to **Selected Entities**.

<div align="left"><img src="/files/-MA09XzF1XsN2zSKBGrt" alt=""></div>

* Click on **Save** icon to **enable Entity Configuration** for these selected entities.

<div align="left"><img src="/files/-MA09h3HCIwDf3z51RPQ" alt=""></div>

* Similarly, you can disable Entity Configuration for any of the entities. Here, we will disable **'Product'** entity.

<div align="left"><img src="/files/-MA0A7FP8KkQFX5nvLFM" alt=""></div>

* Now the 'Product' entity is removed from **'Selected Entities'** and can be seen in **'Available Entities'** --> Click on **Save** icon.

<div align="left"><img src="/files/-MA0AECvbqxNWVQ34j0l" alt=""></div>

{% hint style="info" %}
**Note: Users cannot create Entity Configurations. Nor can they enable and disable Entity Configurations for selected entities.**
{% endhint %}

* To view the Entity Configurations, go to **Alerts4Dynamics App --> Entity Configurations** where all the enabled Entity Configurations can be seen.

![](/files/JpvAm1NqadynGD4bDsGX)

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


# Alert Configuration

Alerts are created in order to notify the users of a Dynamics 365 CRM organization with relevant information. Four types of Alerts can be created in Alerts4Dynamics.&#x20;

* [Record-Based](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/record-based-alert): Create alerts for individual records.
* [Rule-Based:](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/rule-based-alert) Create alerts based on filter conditions.
* [Announcement:](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/announcement) Create alerts for organization-level announcement.
* [Event-Based: ](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/event-based-alert)Create alert on trigger of an event. (For e.g., On Quote activation an alert should be created).

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


# Record-Based Alert

Alerts created for individual records in CRM such as Quote, Invoice, Order, etc. are called as **Record-Based Alerts.**&#x20;

Here are the steps to create Record-Based Alerts:

* Navigate to the **Entity --> Record --> Related --> Alerts.** &#x20;

<div align="left"><figure><img src="/files/jEwqlJ8OGnRpX4Rl5i80" alt=""><figcaption></figcaption></figure></div>

* Click on **Add New Alert** button.

<figure><img src="/files/jzDpJrD06D6rTktMY8GC" alt=""><figcaption></figcaption></figure>

* Now, you will be redirected to a new alerts page.

<figure><img src="/files/D8AHqXz4E4vdNH21RKPN" alt=""><figcaption></figcaption></figure>

* Add the **Name** of the alert --> Click on **Save.** Once the **Alert** is created, next step would be to create **Message** against it. To know how to Add New Message go to [**Message**](https://docs.inogic.com/alerts4dynamics/configuration/messages) section.

<figure><img src="/files/EilH8882prXWdgUS0s39" alt=""><figcaption></figcaption></figure>

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


# Rule-Based Alert

Alert created with respect to specific conditions in CRM is called **Rule-Based Alert**. There are two types of Rule Based Alerts:

1. **Simple:** Create Alerts based on the View of an entity.
2. **Advanced:** Create Alerts based on filter criteria or conditions (conditions defined in Fetch XML).

### 1) Simple Alerts

Here are the steps to create Simple Alerts:

* Go to **Alerts4Dynamics App --> Alerts --> New** and fill in the following fields.
  * **Name:** Enter a suitable name for this Alert.&#x20;
  * **Alert Type:** Select the type of alert you are creating. Here you have the option to choose Rule Based or Announcement. Select Rule Based from the dropdown.&#x20;
  * **Entity Configuration:** Select the Entity Configuration.&#x20;
  * **Rule Mode:** Select **Simple**.  (This option only appears for Rule Based alerts.)

![](/files/5MqgzI9yFlkA9XFDZfKW)

* Select the View for which Alert has to be created.

![](/files/OzGZNXBMdc9K5f4FKZQU)

* Select the **Interval**.

<figure><img src="/files/nrGTbsTCiNCQCUoFzI1G" alt=""><figcaption></figcaption></figure>

1. **Poll Interval:** This is the duration after which the system checks if any new record has been created that satisfies the condition provided. (In above case, based on the condition of the selected view.)
   * The workflow can run:&#x20;

     * **Only Once:** The alerts for all the records in selected view are created Only Once.&#x20;
     * **X Hour(s):** New records in the defined condition are checked for in every X Hour(s). If new records are found that satisfy the defined condition, new notifications are created for them.&#x20;
     * **X Day(s):** New records in the defined condition are checked for in every X Day(s). If new records are found that satisfy the defined condition, new notifications are created for them.&#x20;
     * **X Week(s):** New records in the defined condition are checked for in every X Week(s). If new records are found that satisfy the defined condition, new notifications are created for them.&#x20;
     * **X Month(s):** New records in the defined condition are checked for in every X Month(s). If new records are found that satisfy the defined condition, new notifications are created for them.

2. **Interval:** This is a numeric value of X in the Poll Interval.

* After entering values in the Alerts field click on Save and the alert will be created. Create new message from the Messages sub grid. To know how to Add New Message go to the [**Message** ](https://docs.inogic.com/alerts4dynamics/configuration/messages)section.

![](/files/w5lTCp2pRDsD6EIegpOw)

### 2) Advanced Alerts

Here are the steps to create Advanced Alerts:&#x20;

* Go to **Alerts4Dynamics App --> Alerts --> New** and fill in the following fields.
  * **Name:** Enter a suitable name for this Alert.&#x20;
  * **Alert Type:** Select the type of alert you are creating. Here you have the option to choose Rule Based or Announcement. Select Rule Based from the dropdown.&#x20;
  * **Entity Configuration:** Select the Entity Configuration.&#x20;
  * **Rule Mode:** Select **Advanced.**  (This option only appears for Rule Based alerts.)

![](/files/vTbfBnnzv6GbqNpAp1Dn)

* Enter the Fetch XML as per your conditions.

![](/files/lzsL54Rru8r9CtpNCtBt)

* After creating the **Alert**, you can add a message to it. To know how to **Add New Message** go to the [**Message** ](https://docs.inogic.com/alerts4dynamics/configuration/messages)section.

![](/files/clOY9DpGOzZvf60l4NMF)

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


# Announcement

Announcement is created at organization level. These alerts are not dependent on any condition, view or record. They are independent alerts that can be viewed from anywhere in the CRM.

Given below is the step to create announcements.

* Navigate to **Alerts4Dynamics App --> Alerts --> New --> Fill the following details.**
  * **Name:** Enter suitable name for Alert.&#x20;
  * **Alert Type:** Select Announcement.

![](/files/lyYyCLf2PqjBUqB8A1k5)

After the **Alert** is created you can add a message associated with it in **Add New Message** tab. To know how to Add New Message skip to [**Message** ](https://docs.inogic.com/alerts4dynamics/configuration/messages)section.

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


# Event-Based Alert

Event-Based Alerts are used to show an alert with respect to any event that happens in the CRM.&#x20;

For example, the user wants an alert notification to be shown to all users in CRM once a new **Account** or **Lead** record is created. In order to achieve this, the user has to follow the steps given below:

* Enable entity configuration for **‘Account’** entity.&#x20;

![](/files/-MHtCtw5YJSP9USSdIVX)

* Navigate to **Advanced Settings --> Processes --> Create New process**.

![](/files/-MHtD0bfcJMg79RXy6Ez)

* Fill the following details and click on **OK**.&#x20;
  * Enter a relevant name for the process •
  * Select the category as **‘Workflow’** and Entity as ‘**Account**’.

<div align="left"><figure><img src="/files/Ej9h55zZt1ik4QweCP2g" alt=""><figcaption></figcaption></figure></div>

* Select the event on which you want the notification to created.

![](/files/-MHtDC8Kvj6cXNCEnMdB)

* Now create a record of **‘Notification Request’.** For this, select **Add Step** --> **Create Record** --> Select **‘Notification Request’** from the dropdown.

![](/files/-MHtDITL3fStubSsYEzi)

* Click on **‘Set Properties’**. Here, you will find similar fields necessary for configuration as we do in other types of alerts.

![](/files/-MHtDNRydSWCVpjlHs_l)

* Fill in the following details:&#x20;
  * **Name –** Enter some valid name for the Notification Request record.&#x20;
  * **Message Text –** Enter some valid text (You can also select dynamic value).&#x20;

<figure><img src="/files/mQ1mF49a5dYhMHylSyaO" alt=""><figcaption></figcaption></figure>

* Select the above field and click on **‘Add’** button to add it in the Message Text field. Click **OK**. You will see the dynamic value is set to the **‘Message Text’** field. Similarly add Dynamic values in **‘Name’** field.

<figure><img src="/files/LjBklfhTccahV0DGJu3r" alt=""><figcaption></figcaption></figure>

![](/files/nWlqrXxMEP17GQnhgDmi)

* **Message Rich Text -** Select the appropriate Message Text from the lookup. For Message Text to appear in the lookup users need to create Message Text. To create and add **Message Text** in the **Message Rich Text** field for an **Event-Based Alert** follow the steps given below:
* Navigate to **Alerts4Dynamics App -->  Message Texts -->** Click on the **'New'** Butto&#x6E;**.**

<figure><img src="/files/BjRa8ad7iDKEHFgCKJTL" alt=""><figcaption></figcaption></figure>

* Fill in the following details:
  * **Name -** Provide an appropriate name for the Message Rich Text.
  * **Message Rich Text -** Enter some valid text and do the desired text formatting to create Message Rich Text that will be shown on the notification.
* Click on **'Save'.**

<figure><img src="/files/QaaECfQ6aDVVJkiZoJVs" alt=""><figcaption></figcaption></figure>

* Once Message Text is created it will appear in the Message Rich Text look up. From here you can select the Message Text to add in the Event-Based Alert.

<figure><img src="/files/8NgVWvMeF2Wfhav1kMHL" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:**&#x20;

* **If both Message Text and Message Rich Text fields are filled, then preference will be given to Message Rich Text when displaying the notification.**

* **Message Rich Text cannot be displayed as a bar in a form notification.**&#x20;

* **Message Rich Text gives users provisions to create more interactive messages by doing all kinds of text formatting, adding links and images, etc., to make their messages more descriptive and engaging.**
  {% endhint %}

* Fill in the following details:&#x20;
  * **Alert As** - Pop up (To display an alert in the form of pop up notification)&#x20;
  * **Alert Level** - Warning/Critical/Informational depending on user’s requirement&#x20;
  * **For Notification Associated With Field** - You will have to select a dynamic record URL of the entity on which you want to show the notification. In this scenario, we want a notification to be shown on the Account entity, so we will select the Record URL of the Account entity.

* Click on **‘Add’.**

![](/files/w6A2coSB2FBZuxxJsuwr)

* For the **‘Notification Audiences’** you can select dynamic users like **Owning User** of the record as well as the **Manager of the Owning User** as shown in **Include Users** field.

![](/files/-MHtDecHNeRx4pQreFvO)

* Once details are filled, click on **‘Save and Close’** and then activate the workflow by clicking **‘Activate’** button.

![](/files/-MHtDjzMV3U_9WVbte1L)

To know more about Event-Based Alert, please [click here.](https://docs.inogic.com/alerts4dynamics/features/event-based-alert)

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


# Messages

Every Alert can have multiple messages attached to it. Once an Alert is created, messages can be added to it. For example, multiple messages can be added for a **Holiday Alert**, such as **Holiday on 30th June**, **Holiday on 20th July**, etc.

<figure><img src="/files/Ggw4pLGe0BLxNLwCpdiQ" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: Message cannot exist independently without an Alert.**
{% endhint %}

Given below are the steps to add multiple messages to an existing Alert.

* Click on **'+ New message'** and a New Message page will open.

![](/files/S0rop38OOAJ2GZ8w29WS)

* Enter the value in the following Fields:
  * **Name:** This is the name of the message you are trying to create.&#x20;
  * **Alert:** This is the Alert for which you are creating the message.&#x20;
  * **Message Text:** Enter the message you would like to display in the notification or send to the users as email. Users can also pass dynamic values here for e.g. Account {name} has been created, where {name} stands for Account’s name.&#x20;
  * **Message Rich Text:** Enter the message you would like to display in the notification. Here users get the provision to create more interactive messages by doing all kinds of text formatting, adding links and images, etc., to make their messages more descriptive and engaging. To know more about Message Rich Text, skip to [Message Rich Text](https://docs.inogic.com/alerts4dynamics/features/message-rich-text) section.

{% hint style="info" %}
**Note:**&#x20;

* **If both Message Text and Message Rich Text fields are filled, then preference will be given to Message Rich Text when displaying the notification.**

* **Message Rich Text cannot be displayed as a bar in a form notification.**
  {% endhint %}

* **Alert Level:** This can be categorized as **Information, Warning** and **Critical**. This determines the severity level of the Alert you are trying to create.&#x20;

* **Alert As:** This is the mode of notifying your users. It can be done as:&#x20;
  * **Pop-Up:** The notification with message will pop-up post clicking the global notification bell button.&#x20;
  * **Form Notification:** Choosing an alert as **'Form Notification'** will show up the **‘Display As’** field. Under this field, you can select either **‘Dialog’** or **‘Bar’**. If you select **‘Dialog’** then alert will be shown as a dialog sliding out from the right of the screen immediately after opening the record and if you choose **‘Bar’** then the notification will be displayed under the ribbon in the form of a bar.
  * **Email Notification:** The message will be sent to the users through email.
  * **User Preference:** Gives a provision to set the preference to receive an alert.

* **Is Dismissible:** Gives provision to configure the alert as either dismissible or non dismissible. If **‘Yes’** is selected, alert becomes dismissible and if **‘No’** is selected then alerts cannot be dismissed. **(Note: Is applicable to all type of alerts)**.

* **Auto Dismissible:** Gives provision to configure the alerts as auto-dismissible/non auto-dismissible. If **‘Yes’** is selected then alerts will be automatically dismissed once the defined condition is no more satisfied. If **‘No’** is selected then alerts cannot be dismissed automatically even if it moves out of the defined condition in the alert configuration. **(Note: Is applicable to Rule-based and Event-based alerts. However, it only supports Record-based alert if the alert is configured using advanced message type.)**

* **Email Workflow:** If the **‘Email Notification’** is selected in ‘**Alert As’** field then the user needs to create an OOB workflow for sending an email. We can send email notification to not only the CRM users but also the customers as well

<div align="left"><img src="/files/-MHuIQJj8fctx7xx_dks" alt=""></div>

![](/files/lwWsIcltuXVILZXYOVpx)

![](/files/-MHuIeUosoBDD3f16eA3)

<figure><img src="/files/1Zk2EC429AD3h5MVS8tS" alt=""><figcaption></figcaption></figure>

* Next is setting the start and end date for the message.
  * **Process Start Date:** Process Start Date is a mandatory field. It is the date from when the notifications start getting created. This date cannot be prior to the date when the message is created. If you enter a previous date you will get the error message - **Process Start Date should be greater than or equal to current date.**&#x20;
  * **Process End Date:** This is the date when notifications stop getting created. If you leave this field blank the notifications will continue getting created indefinitely. Process end date cannot be before Process Start Date, in case such a value is entered following error comes - **Process End Date should be greater than or equal to Process Start Date.**&#x20;
  * **Display Until:** It defines for how much period the notification should be displayed. If user hasn’t dismissed the notification.&#x20;
  * **Language:** Alert messages can be created in multiple languages.

![](/files/R73vQDtYqxmYm1Urpwdt)

{% hint style="info" %}
**Note: Languages need to be enabled for creating messages in multiple languages. If the created Notification Message (language) is in English then the notification will be displayed only for users whose User Interface language is English.**
{% endhint %}

* Next is the notification audience section. Here, you have to fill the following fields:
  * **Include Users:** If you specify the set of users here, alerts will be shown to only these users.
  * **Exclude Users:** If you specify the set of users here, alerts will be shown to every user in organization except for these users.&#x20;
  * **Security Roles:** If you select security roles here, alerts will be shown to these security roles.
  * **Teams:** If you select Teams here, alerts will be shown to these teams.

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

* **If Include Users/Exclude Users/Security Roles are left blank, then the notifications will be shown to everyone.**&#x20;
* **Include Users/Exclude Users have priority over Security Roles.**
  {% endhint %}

These fields allow you to select your viewing audience for alert message. Dynamics values as well as static values can be selected in these fields.&#x20;

For example, in below image we can see in **Include Users** field **Owning User** and **Owning User Manager** are selected which are dynamic values and in **Exclude Users** field **‘Scott Hamells’** (CRM User) is selected.

![](/files/-MHuJZffS0Kc56FvQXFr)

* After creating a message, save it and click on **Activate** to make it live.

![](/files/-MHuJeWwiw1mp_iDsm9K)

* To edit a message click on **Draft.**&#x20;

![](/files/-MHuJkYIrEpojs96wl-p)

{% hint style="info" %}
**Note: You can set state as Draft or edit a message only before Process Start Date. You cannot set the state to Draft or edit that message after the process of creating notifications has started because it becomes Read Only.**
{% endhint %}

![](/files/-MHuJs64xFlVFwoL7pDM)

### Message Type

There are two **Message Types** in Alerts4Dynamics:

* Simple (Default)
* Advanced

#### 1) Simple Message:

In Simple mode, user can configure the notifications like Message Text, specifying notification audience which can be dynamic users, teams and security roles as well.&#x20;

For **Notification** and **Email Audiences** we can select user type lookup fields which are available on the entity form will be shown in the **Include Users, Exclude Users** dropdown and for **Teams**, similarly to user we can select team lookups fields.

<figure><img src="/files/cTGWK0PwWpymd9Qq4Pei" alt=""><figcaption></figcaption></figure>

#### 2) Advanced Message:

In Advanced mode, consider a scenario in which the alert is configured for Invoice but we want the notification to be shown on related Account record.&#x20;

Similarly, we want the Notification and Email Audiences related to the account like **‘One to Many’** and **‘Many to Many’** relationship.

<figure><img src="/files/GXw8LK7imTicYECzYu52" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/LT4WYI6JlDyqLHri4qcw" alt=""><figcaption></figcaption></figure>

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


# Notify Failure

Notify failure will notify the defined users in **‘Notify Failure’** setting if there are any failure during creation of notification like incorrect configuration or other similar reasons.&#x20;

If there are any notification failures, then daily a mail will be sent out to the defined users in the setting. Given below is the step to enable notify failure:&#x20;

When the user clicks on the **‘Activate’** button on License Registration form, **‘Configuration Record**’ is automatically created and becomes visible under **‘Configuration’** entity of Alerts4Dynamics.&#x20;

After the creation of that record, user can set the Notify Failure (two Options field) value Yes or No in that record.&#x20;

By default the field is set as ‘No’, which means no notification mails about the error logs will be sent.

<div align="left"><figure><img src="/files/n2OqhxZFPohjM7wzUpv0" alt=""><figcaption></figcaption></figure></div>

When **‘Yes’** option is selected, user can see two fields **‘To’** and **‘From’** which defines to whom the error logs will be send and from whom they will receive the error logs. Here, the error logs contain all the failures in Alerts4Dynamics process and its details in a table format. The error logs will be sent daily at **12:00 am** to users mentioned in **‘To’** field.

<div align="left"><figure><img src="/files/N0les3a2gyfIcz4S2Tmw" alt=""><figcaption></figcaption></figure></div>

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


# Email Digest Workflow Configuration

With Email Digest Workflow feature, users with an Alerts4Dynamics administrator role, manager, or user role can receive, unread, read not dismissed, or all notifications as email. Users can receive the email automatically on a Daily, weekly, and Monthly basis.

To use this feature, you need to configure an email template and then assign it to your desired user to send the notifications via E-Mail.

To set up the email template follow, the steps below:

* Go to **Advanced Settings -> Customizations**.

<figure><img src="/files/YHgN9LKsISP5Co0y5IUb" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ufb2VgLwGAm5TXAWZ641" alt=""><figcaption></figcaption></figure>

* Choose **“Customize the System.”**

<figure><img src="/files/A5PL6ornAyNJkwNA0Tmq" alt=""><figcaption></figcaption></figure>

* Select **“Email Templates”** and click on the **“New”** button.

<figure><img src="/files/nMvPKxRmZgxNlU1xX3YI" alt=""><figcaption></figcaption></figure>

* Select Template Type as **“Global.”** Let it be that way and click **“Ok.”**

<figure><img src="/files/KsR6FC0Vvy6KOeW8IrTJ" alt=""><figcaption></figcaption></figure>

* Now, set up an email template based on your requirements. Here, we will create an email template for sending unread notifications as mail.
* Fill in the following fields:
  * **Name:** Give a suitable name for the Email Template.
  * **Permission Level (Option):** By default, the permission level is set to “Individual.” You can select your desired permission level.
  * **Category:** By default, it is set to “User.”
  * **Language:** Select a desired language for the email template.
  * **Description (Optional):** Provide a description for the email template.
  * **Subject:** Give a suitable subject line for the email. Here we will keep the subject line as “Unread Notifications”.

<figure><img src="/files/F82TlgHpc2GmwQMQH9IM" alt=""><figcaption></figcaption></figure>

* **Email Body:** Draft an email body based on your requirements.

<figure><img src="/files/f3tlk5cQJ0aifrjuygAl" alt=""><figcaption></figcaption></figure>

* Click on **“Save & Close”.**

<figure><img src="/files/1eX9ok3BLlQhCIm50tAl" alt=""><figcaption></figcaption></figure>

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

* **You can only send up to 100 notifications in an email.**
* **To send notifications in the email body, you need to write this text as is “{{body}}”.**
  {% endhint %}

Once you have set up the email template, follow the steps below to assign the email template to send the unread notifications to your desired CRM user.

• Navigate to **Advanced Settings -> Security.**

<figure><img src="/files/pwz4XRawdQQkesyKpmJf" alt=""><figcaption></figcaption></figure>

* Select **"Users".**

<figure><img src="/files/VbDyBqEdHWILaLsRb1wZ" alt=""><figcaption></figcaption></figure>

* Click on **“Enabled Users”**.

<figure><img src="/files/Y4KWH3mw1ig6BiNnI3HU" alt=""><figcaption></figcaption></figure>

* Select the user to whom you want to assign the email template.

<figure><img src="/files/Nzhe2jeSHIejeXToPdrs" alt=""><figcaption></figcaption></figure>

* Now a form will appear.
* Fill in the following fields:
  * **Notification Type:** Select the suitable notification type, here we will select **“Unread Notifications”** as we want to send unread notifications in email.
  * **Notification Occurrence:** From the daily, weekly, and monthly options, select any one interval at which you want to send notifications to the user. Here we will select the **“Daily”** option.
  * **View Columns Display Order:** select **“Active Notifications”** or **“Inactive Notifications”**  view to display notifications on email body in a similar layout to the CRM entity view columns. Here we will select the **“Active Notifications”.**
  * **Email Template:** Select your desired email template. Here we will select the **“Email Template for Unread Notifications”** that we had configured earlier.
* Click on **“Save”** icon in the bottom right corner.

<figure><img src="/files/cYon7OgTagta1f1BfbWE" alt=""><figcaption></figcaption></figure>

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

* **When you select any notification occurrence option, the notification occurrence date and time will be set from that time on. For example, if you select the weekly option at 3:00 o'clock on Friday, notifications will be sent to you via mail every Friday at 3:00 o'clock.**
* **Users can also select custom view in the “View Columns Display Order” field.**
  {% endhint %}

Once you have successfully configured the email template and assigned it to your desired user, you will be able to receive the notifications as emails. You can see the result of the above configuration [here.](https://docs.inogic.com/alerts4dynamics/features/email-digest-workflow)


# Post Notification Configuration

With the Post feature, you can create and deliver custom post messages to users by tagging them directly from the CRM record form.

&#x20;Follow the below steps to enable the post feature:

* Go to **Advanced Settings -> Activity Feeds Configuration.**

<figure><img src="/files/hfFz8vlRE3ZWwg8DO1ho" alt=""><figcaption></figcaption></figure>

* Select **“Post Configurations”** in the system view.

<figure><img src="/files/Yde2r2Xi0VMLpeCTznDH" alt=""><figcaption></figcaption></figure>

* Select your desired entity to enable the post feature for that specific entity. Here we will select the **‘Contact’** entity.

<figure><img src="/files/aJpMi84mRMzrgE7vvo9F" alt=""><figcaption></figcaption></figure>

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

* **You can also enable the post feature for custom entities.**
* **To activate the post feature for the contact entity, click on 'Activate'.**
  {% endhint %}

<figure><img src="/files/wBKUp6TjwdvXOtsyLbcc" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/19pRtlb5jwR6kjQN3LQB" alt=""><figcaption></figcaption></figure>

Once you have successfully enabled the post feature for the Contact entity, visit - <https://make.powerapps.com>  to add the post section to the timeline of the contact record form.

Make sure you are using the same CRM instance in PowerApps that you are using in your CRM.

* **CRM:**

<figure><img src="/files/OVus5SW4YFNOfuORhJX1" alt=""><figcaption></figcaption></figure>

* **Powerapps:**

<figure><img src="/files/F2L72HJRY13xTg3m4shI" alt=""><figcaption></figcaption></figure>

* Go to **‘Tables’**.

<figure><img src="/files/HAkZQgAypMP6NrOkw5zx" alt=""><figcaption></figcaption></figure>

* Select **‘Contact’.**

<figure><img src="/files/2xcWVfnbB1FcsqtUg83h" alt=""><figcaption></figcaption></figure>

* Select **‘Forms’.**

<figure><img src="/files/SWU3uOlGBq2o4iIJ7vSO" alt=""><figcaption></figcaption></figure>

* Select main **‘Contact’** form.

<figure><img src="/files/wQ7V6w7C0g7pmRZHgLeH" alt=""><figcaption></figcaption></figure>

* Select the **‘Timeline’** section.

<figure><img src="/files/KcY8NOwnJ1CJsrmwrcZL" alt=""><figcaption></figcaption></figure>

* Select **‘Posts’.**

<figure><img src="/files/hM4nfU9co5LQoga859W6" alt=""><figcaption></figcaption></figure>

* Under the posts section, choose **‘Enable User Posts’**.

<figure><img src="/files/RIJICxv6axy1VjDMdMJC" alt=""><figcaption></figcaption></figure>

* Click **‘Save and Publish’** to publish changes.

<figure><img src="/files/tayt9jbkr8x9HORyqH1V" alt=""><figcaption></figcaption></figure>

Once you have successfully configured the post-notification feature for your desired entity, you need to set up a workflow in CRM to trigger post-notifications for your specific needs.

For example, here we will create a workflow for triggering post notifications when a single user is tagged with a custom post message on the timeline of the contact record form.

Follow the steps below to configure the workflow:

* Navigate to **Advanced Settings -> Processes.**

<figure><img src="/files/9hkmo8jzkw6fTv41tVir" alt=""><figcaption></figcaption></figure>

* Click on **‘New’.**

<figure><img src="/files/vdwbczx2sBWJ6j6yKT4w" alt=""><figcaption></figcaption></figure>

* **Process Name:** Enter a desired process name.
* **Category:** Select **‘Workflow’.**
* **Entity:** Select **‘Post’.**
* Click **‘OK’.**

<figure><img src="/files/rWKNagE287UNMjCVwU6L" alt=""><figcaption></figcaption></figure>

* Click on **‘Add Step’** and select **‘Create Record’.**

<figure><img src="/files/hdLFDwKvs0mpiqe4zmjA" alt=""><figcaption></figcaption></figure>

* Select **‘Notification Request’.**

<figure><img src="/files/jbQmyJniq5HuqLF4Ietd" alt=""><figcaption></figcaption></figure>

* Click on **‘Set Properties’.**

<figure><img src="/files/pzgWwXbWYfWBr5iTHMey" alt=""><figcaption></figcaption></figure>

* Fill in the following details:
  * **Name:** Enter a Desired Name.
  * **Pop Up:** Set it to ‘Yes’.
  * **Form  Notification:** Set it to ‘Yes’.
  * **Is Dismissible:** Set it to ‘Yes’.
  * **Display As:** Set it to ‘Dialog’.
  * **Alert Level:** Set it to ‘Information’.

<figure><img src="/files/H9MGYnCHzhT47LBOOGxw" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: Post feature gives priority to text in the Message Rich Text field. For example, if a user has added text to the message text, message rich text, and post sections on timeline, then while sending the notification to the user, first priority will be given to the text in the Message Rich Text field.**
{% endhint %}

* Select **‘Regarding (Contact)’** and **‘Contact’** from the **‘Look for’** field.

<figure><img src="/files/Ih3KWMPuvBUZO8VnC4v7" alt=""><figcaption></figcaption></figure>

* Click on **‘Add’** button and then **‘OK’** to add it to the Regarding field.

<figure><img src="/files/Ge5PydIK5TeakrmCuKId" alt=""><figcaption></figcaption></figure>

* Select **‘Regarding (Contact)’** from the **‘Look for’** field.

<figure><img src="/files/hIW3epLklieThFbdBcij" alt=""><figcaption></figcaption></figure>

* Select **‘Record URL (Dynamic)’.**

<figure><img src="/files/MmKuO5PBYSLS01mQ5GUx" alt=""><figcaption></figcaption></figure>

* Click on the **‘Add’** button and then **‘OK’** to add it to the **‘Notification Associated With’** field.

<figure><img src="/files/qUs4hcL4gYefXCt0wMte" alt=""><figcaption></figcaption></figure>

* Now to fill out the **‘Current Record URL’** field, go to the Look for field and select **‘Post’** entity.

<figure><img src="/files/Rye8UET3YvmxiHwKLZnO" alt=""><figcaption></figcaption></figure>

* And then select **‘Record URL (Dynamic)’.**

<figure><img src="/files/OZT08jH9a7kOEzgwMlCu" alt=""><figcaption></figcaption></figure>

* Click on the **‘Add’** button and then **‘OK’** to add selected options in the **‘Current Record Url’** field.

<figure><img src="/files/4mymVa0S12oNz3jbPHUe" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: Current Record URL field is a unique field only for post-notification workflow.**
{% endhint %}

* Click on **‘Save and Close’.**

<figure><img src="/files/mE6fnarSvlnaCZBPfsuI" alt=""><figcaption></figcaption></figure>

* Now **Save** and **Activate** the workflow.

<figure><img src="/files/d63FzOspqZUQ8fOcacHB" alt=""><figcaption></figcaption></figure>

* You can see the result of the above configuration [here](https://docs.inogic.com/alerts4dynamics/features/post-notification).


# Auto-dismiss Alert Notifications

This provision allows user to decide if they want an alert to auto dismiss once the record moves out of the rule/condition defined while configuring an alert. This is only applicable for the following alert types:

* [Rule-Based Alerts](https://docs.inogic.com/alerts4dynamics/configuration/automation/rule-based-alert)
* [Event-Based Alerts](https://docs.inogic.com/alerts4dynamics/configuration/automation/event-based-alert)

{% hint style="info" %}
**Note: Auto dismiss feature is not applicable for announcement alerts as they do not put on any specific condition/rule unlike Rule-based alerts. This feature also supports Record-based alerts only if the alert is configured as advanced message type.**
{% endhint %}

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


# Rule-Based Alert

In order to understand how this provision works let’s consider a scenario where user wants an alert to auto dismiss once the account record moves out of **‘My Active Accounts’** entity view.

Given below are the steps to configure workflow to auto-dismiss alerts:

* Create a new alert of type **‘Rule Based’** and define the rule mode as **‘Simple’** with a view as **‘My Active Accounts’.**

<figure><img src="/files/oMTyviiB6vnK7b2jpbhS" alt=""><figcaption></figcaption></figure>

* Add a message to this alert.

<figure><img src="/files/pRfVKfFwicrog0S3loml" alt=""><figcaption></figcaption></figure>

* Set **‘Auto Dismissible’** as **‘Yes’**.

<figure><img src="/files/23juspW2Pf8rYlWr5Oej" alt=""><figcaption></figcaption></figure>

* Navigate to **Accounts** --> **My Active Accounts** --> **Open** **any record**. Here, an alert will be displayed as a Form dialog post opening the record and it will continue showing up as long as it satisfies the rule defined in the alert configuration i.e. **‘My Active Accounts’**.

<figure><img src="/files/dhAkSYbDC9RgJoFVMnLc" alt=""><figcaption></figcaption></figure>

* Now deactivate this account record so that it will move out of **‘My Active Accounts’** entity view.

<figure><img src="/files/uJaiIqTNVclBz7Jg5wsL" alt=""><figcaption></figcaption></figure>

![](/files/-ML6rS8w9AThgmLxxruN)

* Once deactivated, a record is moved from **‘My Active Accounts’** view to **‘Inactive Accounts’** which means it no more satisfies the rule (‘My Active Accounts’) defined in the alert configurations. As soon as this happens, the alert will be auto dismissed in about 5-10 seconds. So now, if we switch to **‘Inactive Accounts**’ view and open the account record, you will no longer see an alert. **(Note: It might take a while for an alert to get auto dismissed.)**

<figure><img src="/files/dVNnODqBiLoUZmvRToQy" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/eLXMtPCaTMO0zUty7Bd3" alt=""><figcaption></figcaption></figure>

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


# Event-Based Alert

To understand how this provision works in case of Event-Based Alerts,  let’s consider that the user wants to create an alert notification to be shown when the value of a **‘Subject’** field of the case record changes. And later, user wants this alert to auto-dismiss once the case is resolved.

#### Steps to Auto-dismiss Alerts

* Navigate to **Advanced Settings** --> **Settings** --> **Process** --> **New Process**.

![](/files/-ML6tCQcRmOXz-Bjc_uy)

* Select category as **‘Workflow’** and choose the **Entity** --> Click on **OK.**

![](/files/-ML6tSqu3TY8lKeeFA5O)

* Go to **‘Record fields change’** --> Select the field **‘Subject’** from the list.

![](/files/-ML6tivasNIPTfCnyANm)

![](/files/-ML6trfx98URLkyYSKPl)

* Create a notification request record to create an alert.

![](/files/-ML6u4X6dfdXQyto3w25)

* Select **‘Notification Request’.**

![](/files/-ML6uFlf4qBY9trLPGlH)

* Click on **‘Set Properties’**.

![](/files/-ML6uTo12tgpedZvrCKV)

* Perform the dynamic field selection as required.

![](/files/ID8zXFLTe3gU4QuYWCqw)

* To display alert on the case record, set the **‘Notification Associated With’** as shown below:

<figure><img src="/files/OabYl25s4yzb9S4p2xxW" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/LA4xXTtUmS0iKigbjWzl" alt=""><figcaption></figcaption></figure>

* After creating an alert, now add a **‘Wait’** condition which will wait till the case is resolved.

![](/files/-ML6vhgKvqf6bVGEok-Y)

![](/files/-ML6w2l_5NmXOJwExPf6)

Let’s further configure the condition.

![](/files/-ML6wBBKoQUllxMKfr2n)

![](/files/-ML6wHWkNVo3iY0r64bV)

* To auto-dismiss the alert once the case is resolved, select the row and add a new step as shown below:

![](/files/-ML6wQmeKIh_-HAuXLVr)

* Select the below assembly from the list for auto dismissing the alert notification.

<figure><img src="/files/lVsMfmTjHlAn2ZJWSW2Q" alt=""><figcaption></figcaption></figure>

* Click on **‘Set Properties’.**

<figure><img src="/files/W6K1c8tcqGXEhDuC08Uq" alt=""><figcaption></figcaption></figure>

* Select the below option from the list for **‘Look for’** field. This is a first step description that was added to create a notification request record.

![](/files/-ML6wzVfGS2XpK2Oym_V)

* Click on **‘Add’**.

![](/files/-ML6x838Ve3H00hE1JNM)

* Click on **‘OK’.**

![](/files/-ML6xNM0qH40PHkjxsp9)

![](/files/-ML6xTiX1ufZiSdwDWqi)

* Click on **‘Save and Close’**.

![](/files/-ML6xecivU4LhFUOyVSJ)

* Next, activate the workflow.

![](/files/-ML6xw0ddSgD4UeE8hJj)

![](/files/-ML6y-8r9X5hWrv-C4kB)

* Navigate back to **Case** --> **Open a case record** --> **Change** the value of the field **‘Subject’**.

![](/files/-ML6yHBGXYRqjvACIFaD)

* Change the subject from **‘Delivery’** to **‘Query’**.

![](/files/-ML6yYC8zL4Hl2eYTAjw)

![](/files/-ML6yeJJ7SPv9vJwl68P)

* Click on **‘Save’.**

![](/files/-ML6yotEJZ9RNJTDF8Un)

* Once saved successfully, an alert will be shown as a **Dialog** on the case record. It will continue showing up until the case is resolved.

<figure><img src="/files/Vgy8GyAO1Ru1u5nQu51T" alt=""><figcaption></figcaption></figure>

* Now, let’s mark this case record as resolved.

![](/files/-ML6zIOH3mk90YZap_Ov)

![](/files/-ML6zNqf0irjzaMgU7yM)

![](/files/-ML6zTODwV7PA8Nz_j_r)

* Once the case is resolved, the alert is dismissed automatically.

![](/files/-ML6zbkGGUpKrmI7Pikf)

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


# Features

Alerts4Dynamics has the following features:

* [Event-Based Alert](https://docs.inogic.com/alerts4dynamics/features/event-based-alert)
* [Rule-Based Alert](https://docs.inogic.com/alerts4dynamics/features/rule-based-alert-simple)
* [Record-Based Alert](https://docs.inogic.com/alerts4dynamics/features/record-based-alert)
* [Announcement](https://docs.inogic.com/alerts4dynamics/features/announcement)
* [Notifications](https://docs.inogic.com/alerts4dynamics/features/types-of-notification)
* [Alert in Multiple Languages](https://docs.inogic.com/alerts4dynamics/features/alert-in-multiple-languages)
* [Set User Preference](https://docs.inogic.com/alerts4dynamics/features/set-user-preference)
* [Alert Delivery Preferences](https://docs.inogic.com/alerts4dynamics/features/alert-delivery-preferences)
* [Message Rich Text](https://docs.inogic.com/alerts4dynamics/features/message-rich-text)
* [Search Notifications](https://docs.inogic.com/alerts4dynamics/features/search-notifications)
* [Email Digest Workflow](https://docs.inogic.com/alerts4dynamics/features/email-digest-workflow)
* [Post Notification](https://docs.inogic.com/alerts4dynamics/features/post-notification)
* [Snooze Notification](https://docs.inogic.com/alerts4dynamics/features/snooze-notification)

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


# Event-Based Alert

Alerts4Dynamics gives user a provision to show an alert with respect to any event that happens in the CRM. There are two types of Event-Based Alerts.

1. **The Entity on which the notification to be shown is same as the entity where the workflow is triggered.** For example, user wants to create Event-Based Alert to notify all users across about the creation of new record within the selected entity in CRM. To know step-by-step configuration, please [click here](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/event-based-alert).
2. **The entity on which the notification to be shown is different from the entity where the workflow is triggered.** Here, further the notification audience and email audience can be the related records which are in **‘One to Many’** or **‘Many to Many’** relationships. For **‘Many to One’** relationships the audience can be defined by using the default form assistant available in OOB workflows.

**Now let’s consider the below scenario for the second type of Event-Based Alerts:**

There is an invoice with a related account which has further multiple associated contacts and user wants to show the notification as well as send an email to these contacts once the invoice is paid. For this, we will configure the workflow as shown below:

* Navigate to **Advanced Settings** --> **Processes** --> **New Process** --> **Fill the fields** --> Click on **OK.**

<figure><img src="/files/-MHyNfO6K15WolwJxP-w" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure>

<div align="left"><figure><img src="/files/-MHyNmG-RoageMzmqbqD" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

* Since we want to trigger an alert on status change event of an invoice (i.e. when invoice is paid), we will enable the **‘Record status changes’** checkbox.

<figure><img src="/files/-MHyNuClZCaAdkkZKhLr" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure>

* Now, add a step and check the condition if the invoice is paid.

<figure><img src="/files/-MHyNzkOclA8EUnc58bi" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure>

* Here, we will check the condition whether the invoice status has been paid, you can similarly define any condition.

<figure><img src="/files/-MHyO4Qsbirouu7J01T2" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure>

* Now click on **‘Save and Close’**.

<div align="left"><figure><img src="/files/-MHyOCMlpNu4WKmMhopS" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

* Add another step under the above added step and select **‘Create Record’.**

<div align="left"><figure><img src="/files/-MHyOHBnosFL-yS7tSwx" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

* Select **‘Notification Request’** for record creation and click on **‘Set Properties’.**

<div align="left"><figure><img src="/files/-MHyOPbgC_4Q2OrZOYRL" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

* Fill the following fields:&#x20;
  * **Name** – Enter some valid name for the message.&#x20;
  * **Message Text** – Enter a text for the message that you would like to display on the alert notification. Let’s say, we would like to show the invoice name in the message. For this we’ll select a dynamic field from the list.

<figure><img src="/files/wJsnq1Rp08iI7UuK2nez" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure>

* Click on **‘Add’** and **'OK'.**

<figure><img src="/files/iac5NG4SBal92baAQqh7" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure>

* **Message Rich Text –** Select the appropriate Message Text from the lookup. To know more about how to add Message Rich Text in an Event-Based alert, skip to the [Event-Based Alert](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/event-based-alert) Configuration section.

{% hint style="info" %}
**Note:**&#x20;

* **If both Message Text and Message Rich Text fields are filled, then preference will be given to Message Rich Text when displaying the notification.**

* **Message Rich Text cannot be displayed as a bar in a form notification.**

* **To add Message Rich Text in Event-Based Alerts you need to create messages text before creating the workflow using "Message Texts" of Alerts4Dynamics App.**&#x20;
  {% endhint %}

* Next, fill in the following fields:&#x20;
  * **Alert As** – Since we want to send an alert through an email, we will select it as **‘Email notification’.**&#x20;
  * **Alert level** – Let’s say it is just a normal informational alert, we will select it as ‘**Information’**.

* Populate the field **‘Notification Associated with’ f**ield. Since this alert is associated with **‘Invoice’** but we want a notification to be shown on the related Account, we will select the Record URL of the **Account** entity and **not** of the **Invoice**.

{% hint style="info" %}
**Note**: **We support N:1 relationship to show notification on related entity record. For example, you can show all active cases notification on the related account record**
{% endhint %}

<div align="left"><figure><img src="/files/-MHyQ2GWUu3wpgVxIs3I" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

* This will set the field with value as shown below:

<figure><img src="/files/DJtu5EpKvUe17m6nN2n3" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure>

* Now we will define the email recipient and select the user from whom you would like to send an email notification. Click on the below look-up field. In this scenario we will set the Notification Audience section blank. Hence, the notification will be displayed to all the users in the CRM.
* **‘To – Same As Include Users’** : If we have selected the include users and want the same audience to be carry forwarded for the email audience as well, then in such scenario we would have to just set the field to ‘**Yes**’, as by default is set to **‘No’.**

<figure><img src="/files/-MHyQCbD35Prbka81wdB" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure>

* Select the user that you would like to send an email notification from and click on **‘Add’**.

<div align="left"><figure><img src="/files/-MHyQIGEzjv-KYP1lqGx" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

* Select the **‘to’** recipient and click on ‘**Add’.**

<div align="left"><figure><img src="/files/-MHyQPllXiqgE2OrOi3j" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

<figure><img src="/files/-MHyQVLcm03WgtOqj-rz" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure>

* Here, we want to send the email notification to all the contacts that are associated with **‘Account’**, so we will select the primary entity as **‘Account’** and select **‘Record URL (Dynamic)’** from the list. Similarly, we can select any related entity as shown in the below image.

<div align="left"><figure><img src="/files/-MHyQ_nUfz3nlNZOawel" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

<div align="left"><figure><img src="/files/-MHyQe7uqG4kblJ7VXuC" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

* Next step is to define the related recipients for receiving the email notification. For this, you will have to enter a logical name of 1:N relationship that account holds with contact. **Navigate to Advanced Settings --> Customizations -->Customize the system.**
* Look for Account entity --> 1:N relationship.

<div align="left"><figure><img src="/files/-MHyQyjSxbY7MLS64i_e" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

* Look for the below relationship and open it.

<figure><img src="/files/-MHyR5Lp6IZS83-gUEYW" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure>

* Copy the name of the relationship.

<figure><img src="/files/-MHyRBY69B5MzOCiZ6xW" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure>

* Now, navigate back to properties page and paste the name of this relationship into the below field. Similarly, if you want the audience to be of type more than one relationship then you can define multiple relationship as comma separated.

<div align="left"><figure><img src="/files/-MHyRGGkNw9HuqE4xRR1" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

* Enter a valid subject and relevant message for an email.

<div align="left"><figure><img src="/files/-MHyRSLslf9mcUsVmDCD" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

* Once this is done, click on **‘Save and Close’**.

<div align="left"><figure><img src="/files/-MHyRXPbmZA7Ff-h2R7R" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure></div>

* Next, click on **‘Save’** and the activate the workflow.

<figure><img src="/files/-MHyRaw6qykhRwb2vLa0" alt="Event Based Alert Dynamics 365"><figcaption></figcaption></figure>

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


# Rule-Based Alert

Rule-Based Alerts are designed for specific conditions. There are two types of Rule-Based Alerts:

#### 1) Simple Alerts

Simple alerts are rule-based alerts created based on System Views related to the entity whose Entity Configuration has been selected.&#x20;

<figure><img src="/files/reCGVatbPo8efqOHwUpO" alt="Rule-Based Alert Dynamics 365 CRM"><figcaption></figcaption></figure>

To know how to create Rule-Based Simple Alerts, please [click here.](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/rule-based-alert#1-simple-alerts)

#### 2) Advanced Alerts

Alerts can be created based on conditions.&#x20;

For eg. If you want to create alerts for all the Invoices whose Total Amount is greater than or equal to 1000 then you have to enter the Fetch XML for it. Below is the Fetch XML for Total Amount in Invoices greater than or equal to 1000.

```
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="invoice">
    <attribute name="name" />
    <attribute name="customerid" />
    <attribute name="statuscode" />
    <attribute name="totalamount" />
    <attribute name="invoiceid" />
    <order attribute="name" descending="false" />
    <filter type="and">
      <condition attribute="totalamount" operator="ge" value="1000" />
    </filter>
  </entity>
</fetch>
```

In the same way, you can create Advanced Alerts for other records also.

<figure><img src="/files/uLe0TM3pTwVvUR6b5ueC" alt="Rule-Based Alert Dynamics 365 CRM"><figcaption></figcaption></figure>

To know how to create Rule-Based Advanced Alerts, please [click here.](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/rule-based-alert#2-advanced-alerts)

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


# Record-Based Alert

Record-Based Alerts are created for individual records. For example, if a Quote is about to expire then an alert for that Quote can be created or if an Invoice is due then an alert for that specific Invoice can be created. To know how to create Record-Based Alerts, please [click here](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/record-based-alert).

<figure><img src="/files/XgDWX3tM6ghzKiIcCIJ6" alt="Record-Based Alert Dynamics 365 CRM"><figcaption></figcaption></figure>

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


# Announcement

**Announcements** are used to pass on the information organization level. There are times when you have declare about new updates in the organization, issue warnings or simply inform about the upcoming important meetings. In such situations, you can create independent **Announcements** that are not dependent on any condition, view or record and can be viewed from anywhere in the CRM.

<figure><img src="/files/-MHu_VmDaQdVo4TKtHiW" alt="Announcement"><figcaption></figcaption></figure>

For more information, please [click here.](https://docs.inogic.com/alerts4dynamics/configuration/record-based-alert/announcement)

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


# Notifications

> #### Get notified of sales alerts in Dynamics 365 CRM, and access your notifications from anywhere within CRM using [Alerts4Dynamics](https://bit.ly/3C3EvY9)! To explore more, download a 15-day trial of this notification app from our [website](https://bit.ly/3C3EvY9) or [Microsoft AppSource](https://appsource.microsoft.com/en-gb/product/dynamics-365/inogic.alerts-4-dynamics-add-manage-schedule-notification?tab=Overview).

### View Notifications

Every alert message is shown to the users as **Notifications**. The Notifications button is on the ribbon and can be accessed from anywhere in the Dynamics 365 CRM.

Whenever there is a new notification, a red dot comes on the Notication button. Once the notification is read, this **Red dot** disappears.

<figure><img src="/files/-MHuNmKFeQ29Y6jeIO3K" alt="Notifications Dynamics 365 CRM"><figcaption></figcaption></figure>

Notifications can be seen by clicking on the Notification button.

<figure><img src="/files/e4LNGfwpi05LLI0b4fMx" alt="Notifications Dynamics 365 CRM"><figcaption></figcaption></figure>

### How to dismiss Notifications?

Notifications can be dismissed at any time. There are two ways to dismiss Notifications:

* **Dismiss Alerts individually:** Every alert can be dismissed individually by clicking on cross icon next to it.

<figure><img src="/files/qwiTOZhumtcfw3wReLnT" alt="Notifications Dynamics 365 CRM"><figcaption></figcaption></figure>

* **Dismiss all Alerts at once:** All the alerts can be dismissed at once by clicking on **Dismiss All** button.

<figure><img src="/files/9ndRtsfivVTewLwVrtCn" alt="Notifications Dynamics 365 CRM"><figcaption></figcaption></figure>

#### Dismissible Alert Notifications

If user sets **‘Is Dismissible’** field as **‘Yes’** then the alert can be dismissed. In this case, ‘**X**’ button will continue showing up on the alert notification indicating that the alert notification is dismissible.

<figure><img src="/files/84vQLqyCxwi22rZ7GHp1" alt="Notifications Dynamics 365 CRM"><figcaption></figcaption></figure>

<figure><img src="/files/oRFMmD2QGnmghyLRaRb0" alt="Notifications Dynamics 365 CRM"><figcaption></figcaption></figure>

If user sets **‘Is Dismissible’** field as **‘No’** then the alert cannot be dismissed. In this case, **‘X’** button will not be displayed on the alert notification indicating that the alert notification is non-dismissible.

<figure><img src="/files/TP0ePTPMSVdZXnjqaqLn" alt="Notifications Dynamics 365 CRM"><figcaption></figcaption></figure>

<figure><img src="/files/SrRWZdtp1ezlgnmIZBr0" alt="Notifications Dynamics 365 CRM"><figcaption></figcaption></figure>

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

* **By default the value of the field ‘Is Dismissible’ will be ‘Yes’**&#x20;
* **Despite setting dismissible as ‘No’, alert will still be dismissed if the respective notification is deactivated or the ‘Display until’ date of the alert message is already passed**
  {% endhint %}

### Log of Notifications

You can see the log of Read/Dismissed Notifications in the Notification tab.

Just go to **Alerts4Dynamics App --> Alerts --> Select Alert --> Select Message --> Notification Tab --> Select Notification** and you can view the status.&#x20;

<figure><img src="/files/-MHuPyDKO8gpa756Y6tS" alt="Notifications Dynamics 365 CRM"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: Only Alerts4Dynamics Administrator, Alerts4Dynamics Manager and System Administrator can see Log of Alert Notifications in Dynamics 365 CRM.**
{% endhint %}

&#x20;

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


# Alert in Multiple Languages

Every Message can have multiple languages if they are enabled by the user in CRM. There are **two** ways to create Notification Message (Language) for Message record.

1. When the user saves a Message, the Language record is automatically created and appears in Notification Message Sub-Grid.
2. After Message record is created, and user needs to add another language record (which should be different from the existing one). Click on **‘+ New Message Texts’** button on Sub-Grid and Language form will be displayed and you can create a new Notification Message (language) for that particular record.

<figure><img src="/files/4F3BWKEqxwWjyxF0lREa" alt="Alert in Multiple Languages"><figcaption></figcaption></figure>

Similarly, Notification Message record can be **Updated** in two ways:

* Change the **‘Message Text’** field in the Message record will update the respective Notification Message record as it is in the **‘Language’** field of that Message record.

<figure><img src="/files/9l3Nk6LPpeOYoghUy3bx" alt="Alert in Multiple Languages"><figcaption></figcaption></figure>

* Select the Notification Message from its Sub-Grid in Message record and click on the **‘Edit’** button. Notification Message record form will be opened and you can edit the message from that form.

<figure><img src="/files/-MHuWHjYG5quJOqjSLDe" alt="Alert in Multiple Languages"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: The ‘Message Text’ and ‘Language’ fields will get reset post deleting the respective Notification Message (Language) record (these two fields will reset only after the user refreshes the message record page).**
{% endhint %}

For example, for Multi-Language message, consider there are total three users in the organization out of which one user have **French** language enabled as his CRM’s User Interface Language. Alerts4Dynamics gives a provision through which alert message can be added in user’s preferred language (**French** in this example) to be shown to the respective user. In addition, the users that do not have a **‘French’** language enabled as their CRM's User Interface language will not be able to see the French message.

<div align="left"><figure><img src="/files/lPP9WjiVvQjKg9Mh1mj8" alt="Alert in Multiple Languages"><figcaption></figcaption></figure></div>

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


# Set User Preference

Alerts4Dynamics gives a provision of setting up the preferences to receive an alert which completely leaves it to the users to choose how they want to receive an alert.&#x20;

### Scenario 1:&#x20;

Admin configures an alert as **‘User Preference’**. Let’s say an admin does not have any specific preference to receive an alert.&#x20;

**Admin – No preference**&#x20;

But there are another two users having a preference to receive an alert in the following manner:&#x20;

**User 1 – Email Notification**&#x20;

**User 2 – Pop up**&#x20;

#### Outcome:&#x20;

Admin will not be able to see an alert since an alert is configured as only **‘User Preference’** and admin did not set any preference to receive an alert.&#x20;

**User 1** will receive an alert only through **Email.**&#x20;

**User 2** will be able to see an alert only as a **Pop up**.

#### Steps to set User Preference

* Navigate to **Advanced settings** --> **Settings** --> **Security** --> **Users**.

<figure><img src="/files/-ML7-EUx0-rJN6xZqUMm" alt="Set User Preference"><figcaption></figcaption></figure>

* Open the user record.

<figure><img src="/files/-ML7-L0E_h69YV8AvU9X" alt="Set User Preference"><figcaption></figcaption></figure>

* **For Admin** - Do not set any preference (make sure it is **blank**).

<figure><img src="/files/-ML7-X3ma0K9JxS4cLJh" alt="Set User Preference"><figcaption></figcaption></figure>

**For User 1** – Set the preference as **‘Email Notification’**.

<figure><img src="/files/-ML7-q1g2bfv9qQ__4bQ" alt="Set User Preference"><figcaption></figcaption></figure>

**For User 2** – Set the preference as **‘Pop up’**.

<figure><img src="/files/-ML700adCf6PUcI4HEiF" alt="Set User Preference"><figcaption></figcaption></figure>

* Next, select user from whom an email is to be sent as **‘From’** in Alerts4Dynamics configurations. For this, navigate to **Alerts4Dynamics app** --> **Configurations.**

<figure><img src="/files/5LVOTquhBrDiEx7gX7ta" alt="Set User Preference"><figcaption></figcaption></figure>

* Open the configuration record.

<figure><img src="/files/enfPjjbFTJLPmOgFkvbx" alt="Set User Preference"><figcaption></figcaption></figure>

* Select the user (this is the user from whom an alert will be sent via email to that user who has preference to receive an alert set as **‘Email Notification’**).

<figure><img src="/files/z5sVsjYXZKPS2SH04Yqi" alt="Set User Preference"><figcaption></figcaption></figure>

* Configure and activate the message.

<figure><img src="/files/Kmny97vXNoVXtzt8Umc9" alt="Set User Preference"><figcaption></figcaption></figure>

* Once the message is activated - **User 1** will receive an alert only through an **Email.**

<figure><img src="/files/-ML7160EAReT5W4rne6p" alt="Set User Preference"><figcaption></figcaption></figure>

The user will be directed to the record page by clicking on the record link available in the email body.

<figure><img src="/files/-ML71I9txZxcJv25K3IV" alt="Set User Preference"><figcaption></figcaption></figure>

In case of an announcement alert being sent through an email, there will be no such link since announcements are not record specific.

<figure><img src="/files/-ML71SDTXC3-V-iOr0IF" alt="Set User Preference"><figcaption></figcaption></figure>

**User 2** will get an alert only through **Pop-up.**

<figure><img src="/files/1wYsA7zWprJXoirqvwdE" alt="Set User Preference"><figcaption></figcaption></figure>

<figure><img src="/files/fZCT2xS1Y7VFZaOD1a5x" alt="Set User Preference"><figcaption></figcaption></figure>

### Scenario 2:

Admin configures an alert as both **‘User Preference’** and **‘Form Notification – Dialog’**. Let’s say the admin does not have any specific preference to receive an alert.

**Admin – No preference**

**User 1 – Email Notification**

**User 2 – Pop-up**

#### Outcome:

**Admin** will be able to see an alert only as a **‘Form Notification – Dialog’.**

**User 1** will receive an alert through an **‘Email’** as well as **‘Form Notification – Dialog’.**

**User 2** will be able to see an alert as both **‘Pop-up’** and **‘Form Notification – Dialog’.**

#### Steps to set User Preference

* Set individual user preferences for an alert. **Admin – No preference.**

<figure><img src="/files/-ML73DLoNTxXgJClawuK" alt="Set User Preference"><figcaption></figcaption></figure>

**User 1 – Email Notification.**

<figure><img src="/files/-ML73ME4i8Lh6lFYYbnb" alt="Set User Preference"><figcaption></figcaption></figure>

**User 2 – Pop-up.**

<figure><img src="/files/-ML73WYJkt8kHmjyOGAC" alt="Set User Preference"><figcaption></figcaption></figure>

* Configure the alert message.

<figure><img src="/files/IKV6vU8k5hGTXG8bjETj" alt="Set User Preference"><figcaption></figcaption></figure>

* Once the message is activated; **Admin** will be able to see an alert only as a **Form Dialog**.

<figure><img src="/files/JOjl8bPCz9coaGvH5194" alt="Set User Preference"><figcaption></figcaption></figure>

**User 1** will be notified through both **Email** as well as **Form Dialog.**

**As Email Notification:**

<figure><img src="/files/-ML746w--bva1QtkEDwZ" alt="Set User Preference"><figcaption></figcaption></figure>

**As Form Dialog:**

<figure><img src="/files/aS6Hl0gSORDjXQxvUDUi" alt="Set User Preference"><figcaption></figcaption></figure>

**User 2** will be able to see an alert both as **Pop-up** and **Form Dialog.**

**As Pop up:**

<figure><img src="/files/tUqhP2uQZ0Q82m4jNizh" alt="Set User Preference"><figcaption></figcaption></figure>

**As Form Dialog:**

<figure><img src="/files/lzeboSAtNEtvaQejQvP4" alt="Set User Preference"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: - User preference and Email notification cannot be used together.**
{% endhint %}

<figure><img src="/files/-ML75Dzmq_Z-M8BlEk21" alt="Set User Preference"><figcaption></figcaption></figure>

**Reason:** User is required to create a workflow for alert as **‘Email Notification’** where they will decide which of the users to be picked as an audience of this email notification. In addition to this, no separate notification is created for an alert as **‘Email Notification’**, it would be sent directly as email.

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


# Alert Delivery Preferences

Alerts4Dynamics app gives user the following preferences to deliver Alerts:

* Pop-ups
* Form Notifications - Dialog & Bar
* Email Notifications

### Alert as Pop-up

If user sets the alert as **‘Pop up’** while configuring the message, an alert will show up only through the global notification bell button. It will not pop-up on opening of the record. User has to click on the bell icon to see the Pop up notification.

<figure><img src="/files/cruJLW4NwFFENLzsE6fN" alt="Alert Delivery Preferences"><figcaption></figcaption></figure>

<figure><img src="/files/dv0VsFejFELCLUuefpun" alt="Alert Delivery Preferences"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: An alert will be displayed through the global notification bell button only if checked from within the context of the record.**
{% endhint %}

### Alert as Form notification – Dialog

If user sets the alert as **‘Form Notification – Dialog’** then the alert will pop-up after opening a record without having to click on the global notification bell icon.

<figure><img src="/files/pFJ1LT7d5P1o9WngIiem" alt="Alert Delivery Preferences"><figcaption></figcaption></figure>

<figure><img src="/files/aS1Es9l2vBVxeFNxwZM4" alt="Alert Delivery Preferences"><figcaption></figcaption></figure>

### Alert as Form notification – Bar

If user selects ‘Display As’ option as ‘Bar’ then an alert will be displayed on the top of the record in the form of bar.

<figure><img src="/files/w2A886YH9mR30Id96yE5" alt="Alert Delivery Preferences"><figcaption></figcaption></figure>

<figure><img src="/files/oZa04pnHYLAioLEN5YcG" alt="Alert Delivery Preferences"><figcaption></figcaption></figure>

### Alert as Email Notification

If the user sets alert as ‘Email Notification’ then the alerts will be notified to the users through an email.

<figure><img src="/files/JBy7V1sSJSiN9T1UPZaK" alt="Alert Delivery Preferences"><figcaption></figcaption></figure>

<figure><img src="/files/-MKcdEpLYd0dINmnAiWz" alt="Alert Delivery Preferences"><figcaption></figcaption></figure>

<figure><img src="/files/-MKcdJ8S5js8kpC1WBXS" alt="Alert Delivery Preferences"><figcaption></figcaption></figure>

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


# Message Rich Text

This provision allows users to create more interactive messages by doing all kinds of text formatting, adding links and images, etc., to make their alerts and notifications more descriptive and engaging.

Message Rich Text field supports the following text formatting options:

* Change font style and size, bold text, italic text.
* Underline text, strikethrough text, add background color, text color.
* Insert bullets and numbered lists, decrease or increase the indent and add quotation marks.
* Add links, images, tables in messages.

<figure><img src="/files/gQ1PtHFWIDSZVh8Q00w0" alt="Message Rich Text"><figcaption></figcaption></figure>

Once the alert is created, the message will be displayed in the notifications.

<figure><img src="/files/GtUljv99Z3hdhenjZItx" alt="Message Rich Text"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:**&#x20;

* **If both Message Text and Message Rich Text fields are filled, then preference will be given to Message Rich Text when displaying the notification.**
* **Message Rich Text cannot be displayed as a bar in a form notification.**
* **To add Message Rich Text in Event-Based Alerts you need to create messages text before creating the workflow using "Message Texts" of Alerts4Dynamics App.**&#x20;
  {% endhint %}


# Search Notifications

With the search notification feature on the notification panel, users can quickly search for desired Announcements and Notifications.

For example, a sales manager can quickly find any notification by searching for it on the notification panel, and it will display the desired notifications in real-time.

<figure><img src="/files/C3yA369MIJGgEYpCpKYJ" alt="Search Notifications"><figcaption></figcaption></figure>

<figure><img src="/files/nHoBh1CS6rFx4xBfyKUw" alt="Search Notifications Dynamics 365 CRM"><figcaption></figcaption></figure>

* Users can clear all the search results by using **‘Clear Icon’.**

<figure><img src="/files/I4IEC2lpghLh4JsYnvMB" alt="Search Notifications Dynamics 365 CRM"><figcaption></figcaption></figure>


# Email Digest Workflow

&#x20;Once you have completed the [Email Digest Workflow configuration](https://docs.inogic.com/alerts4dynamics/configuration/email-digest-workflow-configuration), you will be able to receive your desired notifications via email within CRM or in your external email account such as Outlook.

**For instance:** Here we have done the configuration for receiving unread notifications via email in CRM and external email accounts such as Outlook on a daily basis.

**Outlook:**

* To view the Unread Notifications in Outlook, go to your **Outlook account -> Inbox ->** Click on **Mail.**

<figure><img src="/files/1XXwIjz386iw4HsXCojY" alt="Email Digest Workflow"><figcaption></figcaption></figure>

* Now all the unread notifications will appear in the email Body.

<figure><img src="/files/u4Jk3hwzh0BUN6cPkaR4" alt="Email Digest Workflow"><figcaption></figcaption></figure>

**CRM:**

* To view the Unread Notifications in CRM, go to **Sales Hub -> Activities.**

<figure><img src="/files/OA1RPkXq7JQfCwwjacpC" alt="Email Digest Workflow"><figcaption></figcaption></figure>

* Go to **“All Activities”.**

<figure><img src="/files/kyyGL455Su58MMaBDy9l" alt="Email Digest Workflow"><figcaption></figcaption></figure>

* &#x20;Click on the suitable **“Email Activity Record.”**

<figure><img src="/files/Ayj02ZLti59KTZG0vo7l" alt="Email Digest Workflow"><figcaption></figcaption></figure>

* Now all the unread notifications will appear in the email Body.

<figure><img src="/files/yPuDjFz9MW33WQRD8WRB" alt="Email Digest Workflow"><figcaption></figcaption></figure>

<figure><img src="/files/WsDqmp8GPegueWqqlwIt" alt="Email Digest Workflow"><figcaption></figcaption></figure>


# Post Notification

The post Notification feature allows users to create custom post messages and tag users on the timeline to deliver these messages as notifications to tagged users.

Here’s how the **Post Notification** feature works in Dynamics 365 CRM:

### **Example 1:** A single user is tagged with a common message.

For instance, Lenin, a sales manager, creates a custom post message directly from the timeline of a contact record using the post feature to notify Bob, a salesperson in his organization, to connect with a new contact over the phone simply by tagging him with the message:

* Go to the entity record for which you have configured the post-notification feature.
* Here we will go to **Contact Record -> Timeline,** click on the add **“+”** button, and select **‘Post’.**

<figure><img src="/files/27p1VIHwFxhG4gUVvsXn" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Tag the user you want to deliver the custom post message to.

<figure><img src="/files/X0W3VmdZdmBKfUL2CvVT" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Type the message and click **‘Add Post’** to deliver the message as a notification to your desired user.

<figure><img src="/files/OarTx6MYZ0pUCLKPsHzg" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Now the user you’ve tagged in the message will receive a post notification on the alert panel.
* &#x20;To see the post notification, login with that user which is mentioned in the post i.e. Bob Smith in our example.

<figure><img src="/files/AGRViliZaL0QDHOv0Vup" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

<figure><img src="/files/KZlIWXCX5o120p94J1zE" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

### **Example 2:** Multiple users are tagged with a custom post message.

Suppose, a sales manager wants multiple salespersons to connect with a contact in CRM to provide specialized knowledge and expertise on different aspects of the deal. With the post notification feature, he can create a custom post message and tag multiple CRM users directly from the timeline of a contact record to notify salespersons in his organization to connect with the contact.

* Tag the users you want to deliver the custom post message to.

<figure><img src="/files/Z3FaSekiYBUaDZex6t0w" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Type the message and click **‘Add Post’** to deliver the message as a notification to your desired users.

<figure><img src="/files/A6BjoJPRcAQocJAQzcyu" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Now the users you’ve tagged in the message will receive a post notification on the alert panel.
* To see the post notification, log in with the user who is mentioned in the post.

<figure><img src="/files/DNbf1jJGOFnBCHFmnXjc" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

### Example 3: Multiple users are tagged without a custom post message.

For example, Lenin, a sales manager, wants to send a reminder invitation message for the weekly sales meeting every Wednesday at 4 pm without typing the message each time. With the post-notification feature, he can set up a message in the workflow. He can then send this reminder to one or multiple users by tagging them on a record's timeline, eliminating the need to type a custom post message every week.

* Tag the users you want to deliver the common message to via workflow.

<figure><img src="/files/T5ppDoaukAQgi9Bis8R2" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Now click **‘Add Post’** to deliver the message text from the workflow as a notification to your desired users.

<figure><img src="/files/XiyZ9ziS1nkTWGc9HnZ3" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Now the users you’ve tagged in the message will receive a post notification on the alert panel.
* To see the post notification, log in with the user who is mentioned in the post.

<figure><img src="/files/RZfGyl5Kt6toFGtU3Qo6" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: Similarly, you can tag a single user without a custom post message and deliver a common message set up in the workflow as a post notification, saving you time typing a message every time.**
{% endhint %}

### Example 4: Multiple users are tagged with a custom post message, but a single user is tagged without a message.

For example, Lenin, a sales manager, wants two of his salespersons, Bob and Alice, to set up a client call. Hold Mery, a senior salesperson, responsible for getting the gist of the call from Bob and Alice. With the post notification feature, Lenin can tag Bob and Alice to send a custom post message regarding **“setting up the call”** and send a workflow message to Mery to get the gist of the call.

Navigate to the workflow that you had configured earlier (Post Notification Workflow), and set up the workflow message.

<figure><img src="/files/x2rWxU6ou8xKIWck1kJi" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Go back to the record and tag the users you want to deliver the custom post message to and type the Message.

<figure><img src="/files/JCCfb07cu3tjZZfa1dVU" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Now tag the user to whom you want to deliver the message that you have set up in the workflow.

<figure><img src="/files/1fdzYq5n4XbnKzx8WAo1" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: To type a custom post message, follow the pattern: "@username then message." If you type the message before "@username," then you won't receive the custom message notification in the alert panel. However, if you have already configured a workflow to deliver a common message, your users will receive the message you have set up in the workflow.**
{% endhint %}

* Now click **‘Add Post’** to deliver the custom post message and workflow message to your desired users.

<figure><img src="/files/9CqEgZ0o3dUhpy3rrHnr" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Now the users you’ve tagged in the custom post message will receive notifications with the custom post message.
* To see the post notification, log in with the user who is mentioned in the post.

<figure><img src="/files/ybGC6yBO2kbTGuFw4C0K" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Now the users you’ve tagged without the message will receive a notification on the alert panel with the workflow message.

<figure><img src="/files/RJmAIwii60ar3jq5m9bA" alt="Post Notification Dynamics 365 CRM"><figcaption></figcaption></figure>


# Snooze Notification

The **Snooze Notification** feature in Alerts4Dynamics allows users to temporarily dismiss alert notifications and have them reappear later. This helps in keeping the notification panel clean while ensuring that important messages are not missed.

With this feature, users can choose from preset snooze durations (1 hour, 4 hours, 1 day) or set a custom date and time. When snoozed, the notification disappears from the panel and reappears as an **unread pop-up notification** once the selected time is reached.

{% hint style="info" %}
**Note:** This feature is available **only for Pop-up notifications**.
{% endhint %}

### **How to Enable and Use the Snooze Notification Feature in Dynamics 365 CRM**

Navigate to **Alerts Entity >** Click on **+ New** to create a new alert.

<figure><img src="/files/K01XHZwQTC2zhQsjqUHn" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Enter the **Alert Name**
* Select the **Alert Type**

<figure><img src="/files/Xj6zW5N6CZWz0Vu7QHVj" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Click **Save** to proceed.

<figure><img src="/files/f7Cbvvn3zapec0Y9zBaa" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* After saving the Alert, scroll down to the **Messages** section.
* Click on **+ New Message.**

<figure><img src="/files/9BCPp6RE59BFJZKDfz63" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* A new message form will open.
* Fill in all the required fields.

<figure><img src="/files/9y4IhRYLtgZYSxORMXFm" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* **Allow Snooze** – set this to **Yes** (default is **No**) to enable the Snooze for the notification.

<figure><img src="/files/6KFrgVzCoyp38UNaxsUd" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Enter the **Notification Message Text.**

<figure><img src="/files/KBxkbaiyI1j0Dst3zFFh" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Click on **Activate** to publish the message.

<figure><img src="/files/Fsq8iTVXaZHXxiXai5TQ" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

### **Snooze Single Notification**

Users can snooze a single notification or can snooze by selecting multiple notifications.

Let’s understand the process of snoozing a single notification.\
\
To snooze a single notification, follow the steps given below:

When a new notification comes, you will see a red dot on the Notification bell icon, which indicates **“Unread Notifications.”**

<figure><img src="/files/FSiG0IbEO8eNlQDGH6sH" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

<figure><img src="/files/MpOc5Raub6n0IX1hPXxs" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* You will see a **Snooze** icon on the notification within the notification panel.
* Click on the **Snooze** icon.
* Choose one of the following options:

  &#x20;     **1 Hour**

  &#x20;     **4 Hours**

  &#x20;     **1 Day**

  &#x20;     **Custom** – allows you to pick a specific date and time to snooze the notification.

<figure><img src="/files/1jvlsp8svPzzzLM2rQrA" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

Once a snooze time is selected:

* The notification will temporarily disappear from the panel and it will reappear in the panel according to the selected snooze time.

<figure><img src="/files/LKiJxVMAb0pMyMVOJ2nJ" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* It will reappear as an **unread notification** after the selected time.

  For example, if **1 Hour** is selected, the notification will reappear in the notification panel exactly after one hour.

<figure><img src="/files/6rIA2ZAoM1Q20pKQkIhZ" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

### **Snooze for Multiple Notifications**

Follow the steps given below to snooze multiple notifications at once:

* To select a notification from the panel, click on a single or multiple notification(s) in the Notification Panel. After selecting a notification, its color will be light green.
* After selecting the notifications, a Snooze button will appear at the bottom of the notification panel, Click the **Snooze** button.

<figure><img src="/files/0IuCSRn7p05cYqe8Rzh4" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Select Snoozing time, for example, **Custom** from the list of snooze options.

<figure><img src="/files/v79hyl27yd9mhl4AN8zc" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* After selecting the Custom option, a date and time pop-up will appear.

<figure><img src="/files/UEvCmYTYJcyeQmcnbLf6" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Choose the exact **Date** and **Time** until which you want to snooze the notification.

<figure><img src="/files/ofo9BFPH2vJExujhZhPU" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Click on the **Submit Button.**

<figure><img src="/files/duQj37tvmr9JVts7Yzge" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

The notification will disappear and come back to the panel as an **unread pop-up** notification at the specified time.

<figure><img src="/files/QesjVWeFJbUP1ABEEi6t" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

<figure><img src="/files/ZvCFPXVTYDof7mxsrMQg" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

### **Disabling the Snooze Notification Option on the notification panel**

If you do not wish to allow users to snooze a notification, follow the steps below to create an Alert without a snooze notification:

* In the Message form, set **Allow Snooze** to **No.**

<figure><img src="/files/KlxxoT21D17KOuEEzTxI" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

* Add a message for the Alert.
* Then, Save and Activate the message.

<figure><img src="/files/YXhaSWgVlZY0tkSiZSUw" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

The “Snooze” icon will not be visible on the notification(s) as **Allow Snooze** set to **No**

Now, when the user clicks on **Snooze** in the notification panel after selecting the notification(s):

<figure><img src="/files/9rpFv5kNcPJAIRx3TM05" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

A pop-up will be shown: **“Snooze Not Allowed”**

<figure><img src="/files/07OZGYBMEqKVlMtetsLR" alt="Snooze Notification Dynamics 365 CRM"><figcaption></figcaption></figure>

This ensures that the notification cannot be snoozed.


# Uninstallation

To uninstall **Alerts4Dynamics** solution from your CRM environment, follow the steps given below.&#x20;

1\) Navigate to **Alerts4Dynamics --> License Registration --> Enable Entity Configuration.** Next, disable all selected entities and click on **Save.**

![](/files/-M__W3Jr-JJsuMTcm0FS)

2\) Ensure that **Selected Entities** column is blank.

![](/files/-M__WAL7YsteKytwcCBV)

3\) Navigate to **Settings** --> **Solutions** --> Select **Alerts4Dynamics** solution.

![](/files/g7mPAk3cQkQjFTn8Ouoj)

4\) Click on **delete** button. A pop-up will appear asking for your confirmation. Click on **OK** and the solution will be uninstalled from your environment.

![](/files/X5duXi8cP26Thj7IN0re)

<div align="left"><img src="/files/-MAA9FnG-ZSPz3HPENG9" alt=""></div>

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


# FAQs

## 1) Does Alerts4Dynamics support custom entities?

Yes, it allows you to create alerts for OOB as well as custom entities.

## 2) Can the alerts be shown as a Pop-up?

Yes, in addition to that alerts can also be displayed as a form notification on the entity record and be notified to the users through emails.

## 3) Does Alerts4Dynamics give user a provision to categorize the alerts based on the importance level of the alerts?

Yes, it allows user to classify and configure the alerts as **'Informational'**, **'Critical'** and **'Warning'** based on the nature/significance of the alerts.

## 4) Can Alerts4Dynamics trigger an alert for any action performed across CRM?

Yes, this can be achieved using **'Event-based Alerts'** which prompts an alert once any action/event is performed within the CRM. For example, record creation, record status change, etc. For more information on event-based alerts, please refer the [link](https://docs.inogic.com/alerts4dynamics/features/event-based-alert).

## 5) Does Alerts4Dynamics have an ability to dismiss the alerts automatically once the status of the record changes? (From 'Active' >> 'Inactive').

This can be achieved with the help of **'Auto-Dismiss'** functionality of Alerts4Dynamics. Please refer the [link](https://docs.inogic.com/alerts4dynamics/configuration/automation/event-based-alert) for more information on this feature. Moreover, it is also possible to auto dismiss the alert when the record no more satisfies the rule/condition defined for an alert in the configuration, please refer the [link](https://docs.inogic.com/alerts4dynamics/configuration/automation/rule-based-alert) for this.

## 6) We have done a sandbox copy of the production environment to a TEST environment and would like to work with 'Alerts4Dynamics' solution in this new instance. What should we do?

For this, you need to delete the **Inogic License Details** record from your sandbox environment. After deleting, the next step would be to [activate the license](https://docs.inogic.com/alerts4dynamics/getting-started/license-activation).

To delete the **Alerts4Dynamics** license follow the steps given below:

* Navigate to **Advanced Find.**

![](/files/-MMo_xeN_OUprKXohn2G)

* Select **Inogic License Details** in **‘Look for’** --> Click on **Results** button.

![](/files/-MMoa4dgvBoM7vdy3ZMk)

* Select the **Alerts4Dynamics** record and **delete** it.

![](/files/-MMoaBwqoLtrnBIwdLHM)

## 7) What if user cannot see the 'Alerts4Dynamics' button on the entity?

User needs to have the Alerts4Dynamics privileges; **Alerts4Dynamics User/Alerts4Dynamics Manager/Alerts4Dynamics Administrator Role** in order to be able to see the Alerts4Dynamics notification bell button.

## 8) What to do if you get "Sorry, we couldn't find a Dynamics 365 organization connected to the signed-in user." message while installing from AppSource?

**If you get the above message then follow the steps given below:**

* In the page URL, change CRM region to your specific region i.e. suppose your CRM URL is **'mycrm.crm8.dynamics.com'.**

![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M939OdlC_NJq30nQAPY%2F-M93AegtujrgIG0mSeJ3%2FFaq_2.jpg?alt=media\&token=2c69d849-298e-4f96-a3b7-f2955111ae74)

* Then, you would just need to change the Page URL to: <https://port.crm8.dynamics.com/g/marketplace>...

![](https://gblobscdn.gitbook.com/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M939OdlC_NJq30nQAPY%2F-M93Aocz6V-833veRJ6P%2FFaq_3.jpg?alt=media\&token=58731059-28ec-4466-a440-a737c027ddae)

After following the above steps, you will be able to successfully **install** Alerts4Dynamics solution from AppSource.[<br>](https://docs.inogic.com/click2clone/uninstallation)

## 9) Can I increase the number of users in an existing subscription?

Yes! You can anytime write us a mail on <crm@inogic.com> that you want to ‘n’ number of users to your initial subscription. You will be charged on a pro-rata basis for the remaining period of the current subscription period.

## 10) How do I extend my Alerts4Dynamics trial/subscription?

To extend subscription/trial, please connect with us on <crm@inogic.com>. Our Team will get back to you as soon as possible.

## 11) Can I get a free license for sandbox/development environment on the purchase of Alerts4Dynamics license for production instance?

Yes, please connect with us on <crm@inogic.com>. Our Team will get back to you as soon as possible.

## 12) What if you see all the processes of Alerts4Dynamics in 'Draft/Deactivated' state after importing Alerts4Dynamics solution from the website?

Once the solution is imported, please follow the below steps to activate all the processes of Alerts4Dynamics.

* Navigate to **Advanced Settings --> Settings --> Process Center --> Processes**.

![](/files/-MNNXvn9IZUUiL7L0MD7)

![](/files/-MNNY2srjIzuyhUmhznA)

* Under **'All Processes'** view, activate the processes as shown below:

![](/files/-MNNY9kwk8nn_G6oLzDF)

![](/files/-MNNYFbEHTRs0d4ykpl1)

![](/files/-MNNYhJD1Rh84AuqtQMo)

![](/files/-MNNYrZV71R3HhbJKEDy)

![](/files/-MNNYyZGlfne3Wj5Li5r)

## 13) How to identify the number of users in my CRM that will be considered for licensing?

**Step 1:** Log in to CRM and open the Sales Hub App

<figure><img src="/files/Kw2jeTdVyzNz0qViAXsf" alt=""><figcaption></figcaption></figure>

**Step 2:** Click on the Advance Find Option present in the right top corner (shown below)

<figure><img src="/files/yw1I4cKMksyRmIWm9dN4" alt=""><figcaption></figcaption></figure>

**Step 3:** In the search bar, search for **“User”** keyword. Select the **User** entity and click on the **Continue** button

<figure><img src="/files/EKfxZUX3KTMwRyLBeFkB" alt=""><figcaption></figcaption></figure>

**Step 4:** Once clicked, a side panel will show up containing default conditions. Clear the condition by selecting **“Delete all Filters”** and apply the below conditions in the filter section as shown below

a. **Status** Equal **Enabled**

b. **Access mode** Equal **Read-Write**

c. **Restricted Access Mode** Equal No

d. **Primary Email address** Does not Equal **<crmoln2@microsoft.com>**

<figure><img src="/files/iH1u7TZfQHQzQxENDPoQ" alt=""><figcaption></figcaption></figure>

**Step 5:** Add a new related entity condition, where you will find the **Security Role** option under the **Many to many** sections as shown below

<figure><img src="/files/SzmecnzR0EoAZjuxPVoo" alt=""><figcaption></figcaption></figure>

**Step 6:** By default, **contains data** Operator will be selected which will retrieve only those users who have a security role assigned.

Delete the related entity field condition as shown in the screenshot below and then click on the **Apply** button to provide you with the list of respective users.

<figure><img src="/files/SLUangjYg4lvby47Xm2O" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Ip20XXiCWntmqknyVQCC" alt=""><figcaption></figcaption></figure>

## 14) Unable to Configure the Application Due to "Block Unmanaged Customizations" in Dataverse?

When installing our solution, it's crucial to address certain prerequisites beforehand to ensure a smooth deployment process. One of these prerequisites involves disabling the **"Block Unmanaged Customizations"** feature within the Power Platform administrator settings.

Because while configuring our solution, certain required unmanaged customization takes place, for which this setting needs to be turned OFF.

Below are the steps for the same:

1. &#x20;To disable this feature, navigate to **Power Platform Admin Center** and Log in to the Power Platform Admin Center using your administrator credentials.

<figure><img src="/files/63AmvaE7rYDu2oHNQmmS" alt=""><figcaption></figcaption></figure>

2. &#x20;**Navigate to Environments:** Select the environment for which you want to disable the setting from the list of available environments.

<figure><img src="/files/BKEiSpwGAGDxex3M8dCt" alt=""><figcaption></figcaption></figure>

3. **Access Environment Settings:** Within the selected environment, navigate to the **"Settings"** tab to access environment-specific configurations.

<figure><img src="/files/X30CgMu2y6GILUCblHIR" alt=""><figcaption></figcaption></figure>

4. &#x20;**Access to Customization Settings:** Navigate to **“Product”** dropdown & Click on **“Features”.**

<figure><img src="/files/rkJDtuiDscHfKqxsJHM3" alt=""><figcaption></figcaption></figure>

5. **Disable "Block Unmanaged Customizations":** Locate the **"Customization Settings"** section and toggle the **"Block Unmanaged Customizations"** option to the **"Disabled"** position.

<figure><img src="/files/B4ROKbvaoIj2KyoF9gOB" alt=""><figcaption></figcaption></figure>

6. **Save Changes:** Once you've disabled the setting, don't forget to save your changes to apply the configuration to the environment.


# Video Library

### Check out the latest videos of Alerts4Dynamics on [Inogic YouTube Channel](https://www.youtube.com/channel/UCM4V7ousgLSu1hbOEv4DUuQ?sub_confirmation=1) - Do subscribe, and don't forget to click on that bell icon to get regular updates on our new videos!

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


# Attach2Dynamics

[Attach2Dynamics](https://www.inogic.com/product/productivity-apps/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage) by Inogic is a file management and storage solution designed for Microsoft Dynamics 365 CRM. It connects Dynamics 365 CRM with popular cloud storage platforms such as SharePoint, Azure Blob Storage, and Dropbox. By transferring emails, attachments, notes, and other documents to your preferred storage system, it helps cut down on CRM storage costs. The app also strengthens data security through reliable backups and improves document management within Dynamics 365 CRM—making your processes more streamlined and efficient.

### Download 15 days FREE TRIAL from our [website](https://www.inogic.com/product/productivity-apps/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage) or [Microsoft AppSource ](https://appsource.microsoft.com/en-us/product/dynamics-365/inogic.a25a8d99-d517-734c-b754-6d7f0a82d7b6?tab=Overview)today! Check out our [Video Library](https://www.youtube.com/channel/UCM4V7ousgLSu1hbOEv4DUuQ?sub_confirmation=1) for more such videos on Attach2Dynamics!

{% embed url="<https://youtu.be/VS0RNF_f6xA>" %}

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

| Availability               | Deployment |
| -------------------------- | ---------- |
| Dynamics 365 8.2 and above | Online     |
| Dataverse (Power Apps)     |            |


# What's New!

## Version: 9.0.0.58

* Bug fix related to token expiration error.

## Version: 9.0.0.57

* Added Microsoft Entra ID login support in Attach2Dynamics UI for Azure Blob Storage.

## Version: 9.0.0.56

* Bug fix related to token expiration error.

## Version: 9.0.0.55

* Copy link for link expiration and cannot be downloaded.

## Version: 9.0.0.54

* Added new preview feature for A2D UI.

## Version: 9.0.0.53

* Removal of Multiple previews of record and resolved the issue for users without security roles.

## Version: 9.0.0.52

* Added support for migrating attachments when dragged and dropped into timeline notes, along with bug fixes related to special characters.

## Version: 9.0.0.51

* Bug fixes related to entity metadata.

## Version: 9.0.0.50

* Added support for activity entity in regarding, deprecated credentials type for connector authentication, and minor bug fixes.

## Version: 9.0.0.49

* Added a feature to configure the prefix for migrated note attachments.

## Version: 9.0.0.48

* Bulk Migration Job Enhancement.

## Version: 9.0.0.47

* Added support to create links for people in the organization or outside of the organization.

## Version: 9.0.0.46

* Added Team Support In Security Template.

## Version: 9.0.0.45

* File versioning and deleting folder support added.

## Version: 9.0.0.44&#x20;

* Handled looping scenarios for token generation.

## Version: 9.0.0.43

* Support 1.5 GB files in UI.&#x20;

## Version:  9.0.0.42

* Enhancements in Attach2Dynamics UI.

## Version: 9.0.0.41

* Bug fixes and enhancements.

## Version: 9.0.0.40

* Minor bug fixes.&#x20;

## Version: 9.0.0.39&#x20;

* Email body content migration.

## Version: 9.0.0.38

* 250 MB file from UI, Drag & drop files in UI, Custom email description link features added.

## Version: 9.0.0.37

* Version increment to tackle the import issue after adding translations.&#x20;

## Version: 9.0.0.36

* License activation changes.

## Version: 9.0.0.35

* AutoCreateFolder workflow Added.

## Version: 9.0.0.34

* Added Canvas App Support for Authentication from Drop Box for Refresh tokens.

## Version: 9.0.0.33

* Added thumbnail feature in Attach2Dynamics UI.

## Version: 9.0.0.32

* Remove the need of Re-Authenticate the connector every time when password gets changed.

## Version: 9.0.0.31

* Bug Fixes for non supporting Language(Portugal) and added Portugal XML Language file.

## Version: 9.0.0.30

* Bug Fixes(Notes created against email attachments were showing isDocument 'Yes' although there were no attachments in note).

## Version: 9.0.0.29

* Adding a timestamp while uploading two files with same name in Azure.

## Version: 9.0.0.28

* A2D button on Email.

## Version: 9.0.0.27

* Bug Fixes.

## Version: 9.0.0.26

* License activation changes.

## Version: 9.0.0.25

* Not setting access token on connector for SharePoint.

## Version: 9.0.0.24

* Added Enhanced Images.

## Version: 9.0.0.23

* Minor changes in License activation step.

## Version: 9.0.0.22

* Bug Fixes.

## Version: 9.0.0.21

* Bug Fixes.

## Version: 9.0.0.20

* Cloned Solution.

## Version: 9.0.0.19

* Corrected French messages.

## Version: 9.0.0.18

* Azure storage type is private issue solved.

## Version: 9.0.0.17

* Removed Email and Sales Literature entity.

## Version: 9.0.0.16

* Added Appointment feature.

## Version: 9.0.0.15

* Bug Fixes.

## Version: 9.0.0.14

* Added Open folder feature and solved bugs.

## Version: 9.0.0.13

* Removed deprecated workflows and Parent move Attachment Sync workflow.

## Version: 9.0.0.12

* Fixed timeout issue of SharePoint, fixed 429 issue when bulk documents are uploaded from Attach2Dynamics UI.

## Version: 9.0.0.11

* Changed logic of Email migration create new workflow.

## Version: 9.0.0.10

* Bug solved related to 2 min timeout in CRM.

## Version: 9.0.0.9

* Update license logic.

## Version: 9.0.0.8

* Bug fixes related to moving attachments.

## Version: 9.0.0.7

* Supports hierarchy folder structure creation in SharePoint, and sends email to configured recipients through Email configuration in Entity Configuration. Support for App Authentication in SharePoint.

## Version: 9.0.0.6

* Form notification message change in Wave 2 release and authentication issue of the connector password with special characters.

## Version: 9.0.0.5

* Handled the issue of Long URLs in SharePoint for renaming, viewing files, and changing the logic in Security Template (Cumulative Rights).

## Version: 9.0.0.4

* Supports multiple connectors, uploads files to multiple records simultaneously on the Home grid, Security Template, Move attachments of emails with regarding, View files, and Delete files functionalities.

## Version: 9.0.0.3

* Support of new connector Azure blob storage. Real-time and bulk copy/move sales literature attachments.

## Version: 9.0.0.2

* Handled the issue to UCI check and Web API issues.

## Version: 9.0.0.1&#x20;

* Supports bulk migration of attachments to online storage in real-time.


# SharePoint Security Sync Tool

SharePoint Security Sync Tool (Bulk Synchronization Tool) enables you to sync previous records in bulk. It relatively takes less time to sync records with SharePoint Security Sync Tool.&#x20;

#### How to use SharePoint Security Sync Tool?

* Download and install SharePoint Security Sync Tool in your system. You can download the tool from [here](https://inogicindia-my.sharepoint.com/:u:/g/personal/storage_inogic_com/EUVHmryKApJLkoC9mKMqC2cBksLV6He2PvgWv7ozz6pMOg?e=jLIWrf\&download=1).
* After installing, click on the SharePoint Security Sync Tool icon to open the tool.

<figure><img src="/files/-MP9iOen8BMVhJP1fs5Z" alt="SharePoint Security Sync Tool"><figcaption></figcaption></figure>

* Select deployment type as **‘Office 365’** and fill the following details in given fields.
  * **Display list of available organizations:** Enable the checkbox in case of multiple organizations in CRM&#x20;
  * **Online Region:** Select the respective region&#x20;
  * **Username:** Use the CRM username&#x20;
  * **Password:** Use the CRM password
* After filling all the details click on **‘Login’**.

<figure><img src="/files/-MP9iX0B_NHcCz--HHPV" alt="SharePoint Security Sync Tool"><figcaption></figcaption></figure>

#### SharePoint Security Sync Tool Functions&#x20;

Once logged in, you will find details of all the configured connectors. Select any one of the connectors for which you want to sync the security privileges. If more connectors are added then click on the **‘Refresh’** button on the top to update connector details.

Now let’s go through the different functions of SharePoint Security Sync Tool.&#x20;

* First, click on the respective SharePoint Site.
* After clicking on the respective SharePoint Site, the **Attachment Management** tab will be displaye&#x64;**.**

<figure><img src="/files/XbBn9iOciwUlY1aAEBSj" alt="SharePoint Security Sync Tool"><figcaption></figcaption></figure>

This tab is to perform the **Bulk Migration Job** i.e. Move/ Copy the past attachments from Dynamics CRM to SharePoint. You are required to fill the following fields for smooth migration of attachments:

* **For?:** This specifies whether you are doing Bulk Migration for Activities, Notes or Sales Literature.
* **Entity:** Select the entity for which you want to migrate attachments.
* **Action:** Select either **'Copy' or 'Move'.**
* **From:** Enter the date from which you want to start the migration job.
* **To:** Enter the end date till which you want to do the migration.

<figure><img src="/files/pRXIu9l9z6P5IROtnFeL" alt="SharePoint Security Sync Tool"><figcaption></figcaption></figure>


# Installation

Install Attach2Dynamics in any of the following two ways:

* [Install from Microsoft AppSource](https://docs.inogic.com/attach2dynamics/installation/install-from-microsoft-appsource)
* [Install from Website](https://docs.inogic.com/attach2dynamics/installation/install-from-website)

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


# Install from Microsoft AppSource

Visit the [link](https://appsource.microsoft.com/en-us/product/dynamics-365/inogic.a25a8d99-d517-734c-b754-6d7f0a82d7b6) and follow the steps shown below to install **Attach2Dynamics** from Microsoft AppSource easily.

* Click on the **FREE TRIAL** button.

<figure><img src="/files/-M8i486ytKWKSEUmuZWw" alt="Install from Microsoft AppSource"><figcaption></figcaption></figure>

* If the user is already logged into CRM, accept the terms & conditions and click on '**Continue**'.

<figure><img src="/files/-M8i4DoMBbrNeJ1lwpE7" alt="Install from Microsoft AppSource"><figcaption></figcaption></figure>

* If the user is not logged into CRM, fill in the credentials and Sign in.

<figure><img src="/files/-M8i4IJx3zYR7BLITjpo" alt="Install from Microsoft AppSource"><figcaption></figcaption></figure>

* Next, confirm the details in the form, accept the terms & conditions, and click on '**Continue**'.

<figure><img src="/files/-MJ_pH5N12jf0LngdG2k" alt="Install from Microsoft AppSource"><figcaption></figcaption></figure>

* First, select the environment from the list then accept the privacy policies & legal terms by clicking on the checkboxes. Proceed to the installation by clicking on the **Install** button.

<figure><img src="/files/-MIqx0xPN864TCSBh18-" alt="Install from Microsoft AppSource"><figcaption></figcaption></figure>

* The installation process will now have started and you can check the status by refreshing the page.

<figure><img src="/files/-MIqx6zVd5QjNIERmDuv" alt="Install from Microsoft AppSource"><figcaption></figcaption></figure>

* After the installation is complete, you will be able to see **Attach2Dynamics** solution in 'My apps'.

<figure><img src="/files/-M8iInRLnG4eD-6ntPaY" alt="Install from Microsoft AppSource"><figcaption></figcaption></figure>

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


# Install from Website

**Attach2Dynamics** can be installed from our website in two different ways as shown below:

### Using Power Apps UI

To import the solution from make.powerapps.com, download the Attach2Dynamics solution from our [website](https://www.inogic.com/product/productivity-apps/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage). Then follow the steps as shown below:

* Sign in to [Power Apps](https://make.powerapps.com/?utm_source=padocs\&utm_medium=linkinadoc\&utm_campaign=referralsfromdoc). After signing in, select the instance on which you want to install the solution.

<figure><img src="/files/-MNhA-cBBfa7fvMcf5Cm" alt="Install from Website"><figcaption></figcaption></figure>

* From the left navigation, click on **Solutions** as shown below.

<figure><img src="/files/-MNhA31H0_A6rglNaRKW" alt="Install from Website"><figcaption></figcaption></figure>

* Click on **Import** on the command bar.

<figure><img src="/files/-MNhA6r-E8pFgA7WT6zv" alt="Install from Website"><figcaption></figcaption></figure>

* On the **Import a solution** page, select **Browse** to locate the previously downloaded compressed (.zip) file that contains the solution.

<figure><img src="/files/-MNhAAgn9Z-KUaEesyUm" alt="Install from Website"><figcaption></figcaption></figure>

<figure><img src="/files/-MNhA_kjjMzkNEUwHK4k" alt="Install from Website"><figcaption></figcaption></figure>

* Select **Next**.

<figure><img src="/files/-MNhAFHpiZN5b2NAiYi6" alt="Install from Website"><figcaption></figcaption></figure>

* Then click on **Import**.

<figure><img src="/files/-MNhAJ50Un0dN7xVaZKN" alt="Install from Website"><figcaption></figcaption></figure>

* Your solution will get imported. To check the status of the installation, refresh the page.

### Using Classic UI

Installation of Attach2Dynamics solution is very easy, download the solution from the [website ](https://www.inogic.com/product/productivity-apps/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage)and then import the managed solution to your CRM environment.&#x20;

Follow the steps to import and install **Attach2Dynamics** solution.

* Navigate to Advanced Settings on Gear Icon on top right to import the solution.

<figure><img src="/files/-M8A6uSCrl7gY04UVCzV" alt="Install from Website"><figcaption></figcaption></figure>

* Navigate to Settings --> Solutions.

<figure><img src="/files/-M8A7uSX56No6LdPEieR" alt="Install from Website"><figcaption></figcaption></figure>

* Click on Import.

<figure><img src="/files/-M8A7yiby20lcex3kHZZ" alt="Install from Website"><figcaption></figcaption></figure>

* Browse the downloaded file.

<figure><img src="/files/-M8A839jILP8YvgAofn5" alt="Install from Website"><figcaption></figcaption></figure>

* Check ‘Enable any SDK message processing steps included in the solution’ and proceed to import the solution.

<figure><img src="/files/-M8A87yifnafiVnxoeBE" alt="Install from Website"><figcaption></figcaption></figure>

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

###


# Solution Upgrade

You can upgrade the solution from:

* [Classic UI](/attach2dynamics/installation/solution-upgrade/upgrade-solution-in-classic-ui)
* [Power Apps](/attach2dynamics/installation/solution-upgrade/upgrade-solution-in-power-apps)


# Upgrade Solution in Classic UI

To upgrade the SharePoint Security Sync solution in the Classic UI of Dynamics 365 CRM, follow these steps:

1. In your **Dynamics 365 CRM** interface, navigate to S**ettings > Customizations > Solutions.**

<figure><img src="/files/AGY3riJ4geItus7QvtzJ" alt="Upgrade Solution in Classic UI"><figcaption></figcaption></figure>

2. In the **All Solutions** view, click on the **Import** button (as shown in the screenshot below).

<figure><img src="/files/XC85w6wYxTokvPTBdbAl" alt="Upgrade Solution in Classic UI"><figcaption></figcaption></figure>

3. In the pop-up dialog, click on **Choose File**.

<figure><img src="/files/1crjfexlzDysaE4xoIqG" alt="Upgrade Solution in Classic UI"><figcaption></figcaption></figure>

4. Select the updated solution package from your system and click **Next**.

<figure><img src="/files/oSlsKcicduO3eAa2Npnf" alt="Upgrade Solution in Classic UI"><figcaption></figcaption></figure>

5. Click **Next** again to proceed.

<figure><img src="/files/xsaNMPp7B4TmSxoCu1mS" alt="Upgrade Solution in Classic UI"><figcaption></figcaption></figure>

6. On the next screen, select the **Overwrite customizations** checkbox.
7. Click **Import** to begin the upgrade process.

<figure><img src="/files/oPgpBfULVyLXD38yIqRH" alt="Upgrade Solution in Classic UI"><figcaption></figcaption></figure>

Once the import is complete, the upgraded version of the solution will be available in your CRM environment.

{% hint style="info" %}
**Note: To successfully upgrade the solution, make sure you are importing a higher version over the existing lower version.**
{% endhint %}


# Upgrade Solution in Power Apps

Follow the steps given below to upgrade the Attach2Dynamics solution to its latest version.

* Login to [https://make.powerapps.com/](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fmake.powerapps.com%2F\&data=05%7C01%7Camanda%40netunousa.com%7Cb9d4ae6f0a2d4b08ea8108da6fd37108%7C050b411d987146289b357f0ded3e7323%7C0%7C0%7C637945251248931375%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C\&sdata=LH2Qse%2BodjdlwRiaMMnArrJIFuwAge8K7RNZreJa%2BUk%3D\&reserved=0)
* Select the appropriate environment --> Navigate to **Solutions.**

<figure><img src="/files/DQKZmZBtTXnqkfaJSxaW" alt="Upgrade Solution in Power Apps"><figcaption></figcaption></figure>

* Click on **Import solution.**

<figure><img src="/files/laHpo3qk6abA7YPX2JvF" alt="Upgrade Solution in Power Apps"><figcaption></figcaption></figure>

* You can now browse and upload your solution for importing.

<figure><img src="/files/75cbchXTS4PoWYw0X4mv" alt="Upgrade Solution in Power Apps"><figcaption></figcaption></figure>

* Click on **Next**.

<figure><img src="/files/ivLdfjyrUJf42urn35mr" alt="Upgrade Solution in Power Apps"><figcaption></figcaption></figure>

* Now go to **Advanced Settings** --> Select **Upgrade** -->Verify if **'Enable Plug-In steps and flows included in the solution'** is checked -->Click on **Next**.

<figure><img src="/files/rbRPzkdtooa3Kw16tPIT" alt="Upgrade Solution in Power Apps"><figcaption></figcaption></figure>

* Select the existing connection reference here. If it isn't already created, create a new one and select that one over here.

<figure><img src="/files/cfbWhdfoqHMvwouXSpKN" alt="Upgrade Solution in Power Apps"><figcaption></figcaption></figure>

* Click on **Import**.

{% hint style="info" %}
**Note: To successfully upgrade the solution, make sure you are importing a higher version over the existing lower version.**
{% endhint %}


# Getting Started

After completing the installation process of the solution, follow the below steps to start using Attach2Dynamics solution:

* [License Activation](https://docs.inogic.com/attach2dynamics/getting-started/license-activation): The first step to getting started is to activate license of the solution.
* [Set up Security](https://docs.inogic.com/attach2dynamics/getting-started/set-up-security): The next step is to assign security roles to users.

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


# License Activation

One of the most important steps after installing the solution is to activate the license.

Follow the steps below for hassle-free license activation.

* Navigate to Dynamics 365 --> Attach2Dynamics app.

<figure><img src="/files/-M8iJfVl3t_1BRtwSLjL" alt="License Activation"><figcaption></figcaption></figure>

* Go to License Registration.

<figure><img src="/files/-M8iJn-FcT6besg921qR" alt="License Activation"><figcaption></figcaption></figure>

Enter the Details: First Name, Last Name, Company Name, Email, Website and Main Phone --> Click on ACTIVATE.

<figure><img src="/files/-M8iJs8Pi1wXtB15-tGf" alt="License Activation"><figcaption></figcaption></figure>

If you want to purchase or extend the trial, click on SEND REQUEST --> Enter all details --> Click again on SEND REQUEST and send the email to Inogic.

<figure><img src="/files/-M8iJxKibMmhWiMSFktI" alt="License Activation"><figcaption></figcaption></figure>

### Alternate method to complete License Activation&#x20;

Here are the steps to complete registration through the **‘License Registration using (.lic) file’** section.

* Request .lic file from Inogic --> Save file --> Go to Attach2Dynamics app --> License Registration --> Click ‘Choose File’ to locate the file with the extension .lic

<figure><img src="/files/-M8iK375tCvej-hWB-Gz" alt="License Activation"><figcaption></figcaption></figure>

* Select the file --> Click ‘Open.’

<figure><img src="/files/-M8iK7NC5QNY5fTfSegb" alt="License Activation"><figcaption></figcaption></figure>

* Click on ‘Register’ to complete the License Registration.

<figure><img src="/files/-M8iKBNtBK9meSJO-yWs" alt="License Activation"><figcaption></figcaption></figure>

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


# Set up Security

**Attach2Dynamics** has the following security roles:

{% tabs %}
{% tab title="Attach2Dynamics Administrator" %}
**Attach2Dynamics Administrator** has the privilege to create and modify '**Entity Configurations**' and '**Connector**' entity records.
{% endtab %}

{% tab title="Attach2Dynamics User" %}
**Attach2Dynamics User** will be able to use **Attach2Dynamics features** but is not allowed to create **'Entity Configurations'** or **'Connector Records'.**
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Note: It is necessary to assign any one of the above security roles to use Attach2Dynamics Solution**
{% endhint %}

Follow the steps below to assign security roles to users.

* Go to **Advanced Settings** --> **Settings** --> **Security**.

<figure><img src="/files/-M9Ria4PYXS58qrtjjwj" alt="Set up Security"><figcaption></figcaption></figure>

* Select **Users**

<figure><img src="/files/-M9Rif1nANaxHDdsCiiJ" alt="Set up Security"><figcaption></figcaption></figure>

* Select user --> Click on **Manage Roles**

<figure><img src="/files/-M9S04sJRLZk-oTEXWyQ" alt="Set up Security"><figcaption></figcaption></figure>

* Click on any one of the security roles --> Click **Ok**.

<figure><img src="/files/-MUODq6YLq8ovaV_oD4q" alt="Set up Security"><figcaption><p>Admin Role</p></figcaption></figure>

<figure><img src="/files/-M9S2PPL7vNYqJ12t5hS" alt="Set up Security"><figcaption><p>User Role</p></figcaption></figure>

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


# Prerequisites

There are some prerequisites you need to enable before you start using Attach2Dynamics solution.&#x20;

They are as follows:

* [Connector Settings](https://docs.inogic.com/attach2dynamics/prerequisites/untitled-1)
* [Anonymous Link Settings](https://docs.inogic.com/attach2dynamics/prerequisites/untitled)

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


# Connector Settings

With three different cloud storages available for document management, the following prerequisites will depend on which of the connectors you will be using to manage and store attachments/documents in cloud.&#x20;

1. [SharePoint](/attach2dynamics/prerequisites/connector-settings/crm-sharepoint-integration)
2. [Dropbox](#dropbox)
3. [Azure Blob](#azure-blob-storage)

### Dropbox:

If you are using Dropbox connector, you need to **create app on Dropbox**. To know more, click [here.](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/dropbox#now-to-get-the-id-secret-for-dropbox-follow-the-steps-given-below)

<figure><img src="/files/-MCvM8pFg-WtBStRC4Dx" alt="Connector Settings"><figcaption></figcaption></figure>

### Azure Blob Storage:

If you are using Azure Blob Storage connector, then you need to create a **storage account**. To know more, click [here](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/azure-blob-storage).

<figure><img src="/files/-MCvMrjcJuz9VXOUPNOA" alt="Connector Settings"><figcaption></figcaption></figure>

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


# CRM-SharePoint Integration

Before you start using SharePoint Security Sync solution, it is necessary to enable server-based SharePoint integration for your Dynamics 365 CRM environment.&#x20;

You can do that in two ways:

1. [From Classic UI](/sharepoint-security-sync/prerequisites/crm-sharepoint-integration/prerequisites)
2. [From Power Apps](/sharepoint-security-sync/prerequisites/crm-sharepoint-integration/from-power-apps)


# From Classic UI

To do this, follow the steps given below:

* Navigate to **Advanced Settings --> Settings --> Document Management**.

<figure><img src="/files/vkQi5oLbBDRgSzmjTKso" alt=""><figcaption></figcaption></figure>

![](/files/-M9NlrmKEhb2GuO5kW-j)

* Go to **‘Enable Sever-Based SharePoint Integration’**.

![](/files/-M9NlywtosVdEB92XJ38)

* Click on **Next**.

![](/files/b65zs7tCmFxNo8xn4yHZ)

* Now, select the location of **SharePoint site** and click on Next.

![](/files/ZIZuw0jfyF3wQUfIWBhY)

* Now, enter the **URL of SharePoint site** that you want to use --> Click on **Next**.

![](/files/qNltILQB4Bk8uRReFioO)

* Once the site is validated, click on **Finish**.

![](/files/ukV825qXqvUKtnhUCeVy)

* The server-based integration of SharePoint site is now enabled for your Dynamics 365 CRM environment. Now, go back to **Settings --> Document Management Settings**.

![](/files/-M9NmhBEfSuPtTtyQUed)

* Select the **Entities** for which Document Management needs to be enabled --> Enter the **URL of active SharePoint sites** where you want to store documents --> Click on **Next**.

![](/files/-M9NmllWz32THnCqY8HU)

* Check **‘Based on entity’** to automatically create document libraries and folders that are based on the Dynamics 365 Account on the SharePoint site. Users will not be prompted to create them. If you don't want folders automatically created, do not select the **‘Based on entity’** check box. Click on **Next** button.

![](/files/knVgUGQzUTifhkQbsfVD)

* Click on **Finish**.

![](/files/-M9Nmybm2t_ewK7RlH_K)

Once this is done, you can easily store **Documents/Attachments** related to selected **Entities** in the respective **SharePoint site**.

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


# From Power Apps

To do this, follow the steps given below:

* Navigate to **Settings --> Advanced Settings**&#x20;

<figure><img src="/files/xYl3n44IlC6jeZSDdSRm" alt=""><figcaption></figcaption></figure>

* **System --> Document Management.**

<figure><img src="/files/HD4pDoOasgyi9dqEHb8q" alt=""><figcaption></figcaption></figure>

* Go to **‘Configure Server-Based SharePoint Integration’**.

<figure><img src="/files/l4YBZow8EAYHZuab4WbA" alt=""><figcaption></figcaption></figure>

* Click on **Next.**

<figure><img src="/files/QdC1wgB6R5lHZSaQqp5S" alt=""><figcaption></figcaption></figure>

* Now, select the location of **SharePoint site** and click on **Next.**

<figure><img src="/files/8CCW5VQkypUT2EB5coL9" alt=""><figcaption></figcaption></figure>

* Now, enter the **URL of the SharePoint site** that you want to use --> Click on **Next.**

<figure><img src="/files/J716DgeljOmzidoxv3HH" alt=""><figcaption></figcaption></figure>

* Click on **Next.**

<figure><img src="/files/DIcLXAotlPylYZbS8kl5" alt=""><figcaption></figcaption></figure>

* Click on **Next.**

<figure><img src="/files/2jCTpmxE9aokKOhj8xA3" alt=""><figcaption></figcaption></figure>

* Click on **Done.**

<figure><img src="/files/If9MBFJ3MypZ4XOZscAb" alt=""><figcaption></figcaption></figure>

* The server-based integration of **SharePoint site** is now enabled for your Dynamics 365 CRM environment. Now, go back to **Settings** --> **Document Management Settings**.

<figure><img src="/files/ejhqdzbpVmVHKezveYec" alt=""><figcaption></figcaption></figure>

* Select the Entities for which Document Management needs to be enabled --> Enter the **URL of active SharePoint sites** where you want to store documents --> Click on **Next**.

<figure><img src="/files/Z7S3Kn1Wn3hN4bIRho9Y" alt=""><figcaption></figcaption></figure>

* Add your SharePoint site URL and click on Validate URL.

<figure><img src="/files/pLoo4BFA37VSqHW52XhZ" alt=""><figcaption></figcaption></figure>

* Select **Based on entity**.

<figure><img src="/files/yeKy0Aq6ONqOLYSBrtep" alt=""><figcaption></figcaption></figure>

* Check ‘**Based on entity**’ to automatically create document libraries and folders that are based on the Dynamics 365 Account on the SharePoint site. Users will not be prompted to create them. If you don't want folders automatically created, do not select the **‘Based on entity’** check box.

<figure><img src="/files/B67zXSuZH8iSN31V2UJw" alt=""><figcaption></figcaption></figure>

* Click on **Next**.

<figure><img src="/files/fSC0dBxeK5iCtKorx89f" alt=""><figcaption></figcaption></figure>

* Click on **Finish**.

<figure><img src="/files/ZdXEaDgoahDIxJLOgjIn" alt=""><figcaption></figcaption></figure>

Once this is done, you can easily store **Documents/Attachments** related to selected **Entities** in the respective **SharePoint site**.

&#x20;


# Anonymous Link Settings

### How to create Anonymous Link

[Attach2Dynamics](https://www.inogic.com/product/productivity-pack/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage) integrates cloud storages like Dropbox, Azure Blob and SharePoint seamlessly within Dynamics 365 to allow easy access to files related to CRM records including drag and drop multiple files and folders feature. Files stored on these cloud storages with Attach2Dynamics can be accessed by creating anonymous shareable link.

During one of our implementation we came across a problem where users were not able to create anonymous shareable link of files on SharePoint with Attach2Dynamics in Dynamics 365 CRM. So, lets get some tips on how to resolve that.

<figure><img src="/files/-MVWBKg0gt8HL98mnHcb" alt="Anonymous Link Settings"><figcaption></figcaption></figure>

While creating an anonymous link of file on Attach2Dynamics UI in Dynamics 365 CRM as shown in the above screenshot, you may receive the following error, which may be due to insufficient permissions on SharePoint.

<figure><img src="/files/-MVWBQGJB9cdY9GJGSxF" alt="Anonymous Link Settings"><figcaption></figcaption></figure>

**Solution –** To successfully create anonymous links of files on SharePoint please follow the below steps:

**1**. Sign in to [https://admin.microsoft.com](https://admin.microsoft.com/) as a global or SharePoint admin. If you see a message that **You don’t have permission to access the page**, then you don’t have Office 365 administrator permissions in your organization.

<figure><img src="/files/6Pn4blv2MQped857Lfvy" alt=""><figcaption></figcaption></figure>

&#x20;**2**. In the left pane, below admin centers select SharePoint.

<figure><img src="/files/ZmHP7f6ddRvPMsbLVi4s" alt=""><figcaption></figcaption></figure>

&#x20;**3**. Now, in the left pane of the new SharePoint admin center, under **Sites** select **Active sites**. (If the classic SharePoint admin center comes then select try it now to open new SharePoint admin center).

<figure><img src="/files/NnByfgWRrEgwwWVSIeBL" alt=""><figcaption></figcaption></figure>

&#x20;**4**. Select site and then select the **three dots** as shown in below screenshot. Select **Sharing**.

<figure><img src="/files/oLyi3us3htWyCjhijRpj" alt=""><figcaption></figcaption></figure>

&#x20;**5**. Select **Anyone** and then save it. Now, you can create anonymous shareable link of files.

<figure><img src="/files/V7KecYHkfLB22LEmvs2c" alt=""><figcaption></figcaption></figure>

&#x20;**6**. Now go to Attach2Dynamics pop-up and try to create an anonymous link.

<figure><img src="/files/-MVWBXS0yJcPKew1YmPy" alt="Anonymous Link Settings"><figcaption></figcaption></figure>

Anonymous shareable link is created!!

By enabling rights for a particular site you can enable creating anonymous shareable link for that site.

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


# Configuration

Attach2Dynamics has the following configurations:

* [Connector Configuration](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration)
* [Entity Configuration](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration)
* [IFRAME Configuration](https://docs.inogic.com/attach2dynamics/configuration/iframe-configuration)

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


# Connector Configuration

Attach2Dynamics integrates Dynamics 365 CRM with the following three cloud storage:

* [SharePoint](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/sharepoint)
* [Dropbox](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/dropbox)
* [Azure Blob Storage](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/azure-blob-storage)

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


# SharePoint

Follow the steps given below to configure the **SharePoint** connector:

{% embed url="<https://youtu.be/pZzZjULKGcs>" %}

Navigate to **Attach2Dynamics app --> Connectors --> Click on New --> Fill in the following details**.

* **Name:** Give a name to the connector&#x20;
* **Connector Type:** Choose **SharePoint** from the drop-down.&#x20;
* **Default Connector:** If required, enable the checkbox to set SharePoint\_1 as the default connector.
* **SharePoint Site:** This is valid only for SharePoint. It is the location of SharePoint, where files and folders will be stored. Select the valid SharePoint site here. This field is not visible for Dropbox and Azure Blob Storage.

<figure><img src="/files/yUEKNrypNrlRhtZ4T7fY" alt="SharePoint"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: The user has to create new SharePoint site for each new connector.**
{% endhint %}

* **Auth-Type:** You can select the value **‘App’** or **‘Credential’** here. This indicates whether **Authentication** with the connector is done through the App or Credential.
  * For SharePoint, both App and Credential are supported.
  * For Dropbox only App is valid.
  * For Azure Blob Storage only Credential is valid.   &#x20;

<figure><img src="/files/wNNO9dMOmtTGr1wdflFB" alt="SharePoint"><figcaption></figcaption></figure>

* **Credentials:** This indicates that Authentication with the connector is done through credentials i.e. ID and password. It is mandatory to enter credentials in order to create a new Connector. For authentication through credentials, for any attachment action, the name of the user appears who has authenticated the Connector. Enter a value for ID and Password/Secret. Next, authenticate the credentials.

<figure><img src="/files/1QKd5vvWwyltd3cjkPOc" alt="SharePoint"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** Id and Password for SharePoint: In the Id field enter your username and in the Password/Secret field enter the password. It can be your normal Dynamics 365 CRM credentials.
{% endhint %}

* **App:** This is to provide authentication with the App. In-App authentication, if any action is performed, then the name of the logged-in user appears.

<figure><img src="/files/r9VlRF89a5D3fG8oG5IX" alt="SharePoint"><figcaption></figcaption></figure>

Whenever we create ID and Password for app in the Azure Portal, we also need to grant users access to SharePoint sites.

Below are the two ways to grant users access to SharePoint sites:

* [Grant Access to All Sites](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/sharepoint/sharepoint)
* [Grant Access to Selected Sites](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/sharepoint/sharepoint-1)

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


# Grant Access to All Sites

To grant users access to all sites, follow the steps given below:

<figure><img src="/files/r9VlRF89a5D3fG8oG5IX" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

In order to know how to generate an ID and Password/Secret for App [click here](https://www.inogic.com/blog/how-to-create-azure-active-directory-app/). After you have generated the ID and Password enter them in the fields provided.

After you have generated the ID and Password enter them in the fields provided.

<figure><img src="/files/N09TcuWZuRqpZJ6DjSyF" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

Once the record is saved, click on the **Authenticate** Button.

<figure><img src="/files/owAOJ7wpnNMkRtacTZFv" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** This button is visible only to users with **System Administration** or **Attach2Dynamics Administrator** roles.
{% endhint %}

* A Pop-up window will appear. Fill in your credentials and then a confirmation Pop-up will be opened.
* In the Pop-up, please select Consent on behalf of your organization --> Click on the Accept button.

<figure><img src="/files/-MUOJ8_gHaIQSe76FtYX" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

* After clicking on the Accept button if the credentials are correct then you will get a Success message window.

<figure><img src="/files/rGfaEib71gjl1XAc5oKW" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

* If Connector authentication fails, then the following error pop-up will appear:

<figure><img src="/files/Ljo8eZxEpEwcNYccgAvF" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

* **For Example:** Now if any logged-in user uploads or performs any attachment action on files in SharePoint, their name will appear for the action. Let’s upload a few files and see how it works.

{% hint style="info" %}
**Note:** To use Attach2Dynamics UI, Entity Configuration is required. ([LINK HERE](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration))
{% endhint %}

* Navigate to a desired **‘Entity’** e.g. **Accounts Entity.**

<figure><img src="/files/w1XZ96bVYZEspnTMITT0" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

* Click on the required **Account Record.**

<figure><img src="/files/KEzxEsLIjVrGsrU5SdfC" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

* Now Click on the ‘**Attach2Dynamics**’ Button.

<figure><img src="/files/kzNAO1lFTmGMpG2PzxRh" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

* Click on the **‘Upload**’ Button.

<figure><img src="/files/JNgTx77phkgc7gSZSDBD" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

* Now your ‘**Files**’ will be uploaded on SharePoint.

<figure><img src="/files/dxxohyVU9lvrVDzLWyqc" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

Here the name of the admin appears when they are logged in and have uploaded the file.

<figure><img src="/files/btelBGOJioH4UTYFEgTa" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

Now let’s take another use-case when a user, who is not an admin uploads a file. James is a Sales Manager who does not have admin rights. Now he uploads the files while being logged in, and his name appears as the user uploading the file.

<figure><img src="/files/0Er3JSBPUxyIvS8zMp77" alt="Grant Access to All Sites"><figcaption></figcaption></figure>

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


# Grant Access to Selected Sites

If you want to grant users access to specific SharePoint sites through the Azure portal, follow the steps below:

1. Create connector for respective SharePoint site in Attach2Dynamics. Follow this[ link ](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/sharepoint)to know how to create connector.

{% hint style="info" %}
**Note: For enabling this feature user must set “Allow Permission for Selected Site” field to “Yes”. This field is hidden on the form and user must make this field visible for enabling it.**
{% endhint %}

2. Create azure app

Please follow the below steps to create Azure Active Directory (AAD) app:

Step 1 – Login into Azure portal – <https://portal.azure.com/>

Step 2 – Click on Azure Active Directory.

<figure><img src="/files/jSWQNITH2jAqB0GSQQg4" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

Step 3 – Navigate to App registrations and then click on new registration.

<figure><img src="/files/Kevo1tRKc7GC6AsqRiHs" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* **Name:** Give a desired display name for the App.
* **Redirect URL:**  Copy and paste the **Redirect URL** from the [credentials tab of the connector form](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/sharepoint).

<figure><img src="/files/VNAlWbvLPBsVY5QyBGvY" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* Now click on **“Register”** button.

<figure><img src="/files/SEmZbCvJPQk0KskmYz3Y" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

Step 4 – Now you need to give some permissions to app. So, navigate to API permissions. Here you need to go to **“Add Permission”** for Dynamics 365 CRM and SharePoint.

<figure><img src="/files/v79dQi2Fgnkco6EzEMIV" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

• To add permissions, click on **Dynamics CRM.**

<figure><img src="/files/zkLH7DaBx37kBmLQSiK2" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* Grant **User Impersonation** access.

<figure><img src="/files/5M90ujE0kRVOwsE7NSHF" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* To add SharePoint permissions, navigate to **Microsoft Graph.**

<figure><img src="/files/ohQylJDw0cSS0NhJCBJR" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* Select **“Application Permissions.”**

<figure><img src="/files/TGQGV0ekYvDGu6WVpndP" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* To grant users access to selected sites, select **“Sites.Selected”** permission.

<figure><img src="/files/Chvh4DgXts9K4hskgpUn" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* Select **“Delegated Permissions.”**

<figure><img src="/files/EwcDxpx69UxpVwWidt1M" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* To grant users access to selected sites, select **“Sites.Selected”** permission, and click on **“Add Permissions”.**

<figure><img src="/files/ey9ukcl2wAedAkNIYWx5" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* Navigate to **SharePoint.**

<figure><img src="/files/o39DifHWuKmU2yvsEiNH" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* Select "**Application Permission."**

<figure><img src="/files/xczSVJnw2DsEarMx6CIT" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

• To grant users access to selected sites, select **“Sites.Selected"** permission.

<figure><img src="/files/us9BAWXRiHeTKfD0jAyv" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* Click on **“Grant admin consent”** button as shown below.

<figure><img src="/files/gXxKBWqen5hn1XDTkcpG" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* Navigate to **“Authentication”,** enable **Access Tokens**, and click on **‘Save’.**

<figure><img src="/files/c9G7sjMMko5O9diLRXDr" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* Now, navigate to **Certificate & Secrets** and click on **New client secret** to create a secret key.

<figure><img src="/files/DLclCpNHeAWRrhNdnqN9" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: Please copy the secret key immediately and keep it for future reference as it will disappear after some time.**
{% endhint %}

* Copy the **“Application ID”** and **“Secret Key”.**

<figure><img src="/files/K6bgHEO72Q1SbntpDe29" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* Go to Dynamics 365 CRM and navigate to **Attach2Dynamics app ->** **Connector Entity -> Credentials Tab** and paste both **“Application ID”** and **“Secret Key”.**

<figure><img src="/files/0P0YDQHqLv7o5Ot2i7Yl" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* To authenticate the connector, you’ll first need to run a PowerShell script.
* Download the PowerShell script from [here](https://inogicindia-my.sharepoint.com/:u:/g/personal/storage_inogic_com/EezxavWNk8hLnn8Un2cdEVYBhP5X1Ag5gjLbTMM_2y9mzA?e=T4euG2\&download=1).

{% hint style="info" %}
**Note: User need to install PowerShell version 7.0 and above.**
{% endhint %}

* Once you have installed PowerShell on your device. Open the PowerShell command window and select **“Run as Administrator”.**

<figure><img src="/files/MQw7gOUTNe3UiCzTYxMd" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

• Now enter the syntax as **&”file path\PowerShell script name”** and click **‘Enter’** to **Run** the command.

<figure><img src="/files/jzexIcMlmHAQdNWt0IHW" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: Enter the file path where you have stored the PowerShell script in your device and the name of the PowerShell script in the above syntax.**
{% endhint %}

* Now, in the PowerShell command window, enter the following details:
  * SharePoint site URL
  * Azure App ID
  * Tenant Name
  * Secret key of Azure App
  * Display name of Azure App

<figure><img src="/files/JxNatPXl31RgUiXpF3q9" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* A Pop-up window will appear. Fill in your credentials and then a confirmation Pop-up will be opened. In the Pop-up, please select **Consent on behalf of your organization** --> Click on the **Accept** button.

<figure><img src="/files/NNhfSJgEcB1leOmgVHP8" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

<figure><img src="/files/GubTpHxYA26DrDAT1fzc" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* Once the script has been executed successfully, you will be able to see **“Completed”** message on the command window, as shown in the below image.

<figure><img src="/files/52w3IB3HmlmHco6pm4Uj" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

• Once the script has been successfully executed navigate to **Attach2Dynamics App -> Connectors entity**, and click on the **Authenticate** Button.

<figure><img src="/files/PYGUZPzQhchu3EyPAw2p" alt="Grant Access to Selected Sites"><figcaption></figcaption></figure>

* After clicking on the Accept button if the credentials are correct then you will get a Success message window.

<figure><img src="/files/oXx4EYb2SFa57zwbHTbd" alt=""><figcaption></figcaption></figure>

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


# Dropbox Connector

Follow the steps given below to configure the Dropbox connector:

{% embed url="<https://youtu.be/b3ECcQnJNrw>" %}

Navigate to **Attach2Dynamics app --> Connectors--> Click on New --> Fill the following details.**

* **Name:** Give a name to the connector.
* **Connector Type:** Choose **Dropbox** from the drop-down.
* **Default connector:** If required, enable the checkbox to set Dropbox\_1 as the default connector.

<figure><img src="/files/Xni94SIaSzizy47TFcWH" alt="Dropbox"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: The user has to create a new app for each new Dropbox connector.**
{% endhint %}

**Now to get the ID/Secret for Dropbox follow the steps given below:**&#x20;

* Go to [www.dropbox.com](http://www.dropbox.com/) and enter your login credentials for Dropbox. After you are logged in you will land on the **‘Home Page.’** At the bottom right corner of the screen click on the **‘Points of Ellipsis (the three dots)’** and then select Developers from the view.

<figure><img src="/files/-M9QGu6SWklC_QrE30qH" alt="Dropbox"><figcaption></figcaption></figure>

<figure><img src="/files/-M9cbeJc7OICpp7QDlRI" alt="Dropbox"><figcaption></figcaption></figure>

* Now, click on **My Apps** on the list on the left.&#x20;
* If you have already created an app click on the **‘app icon’**. You will be redirected to the App’s home page. Scroll down and you will find **App Key** and **App Secret**.&#x20;
* If you don’t have an app click on **Create App**. From **Choose an API** click on the **Dropbox API button**.

<figure><img src="/files/TyGyn8JlPaqXVtfnJCuh" alt="Dropbox"><figcaption></figcaption></figure>

<figure><img src="/files/OHvy6UN7pOOF1k24RFvN" alt=""><figcaption></figcaption></figure>

* In **Choose the type of access you need** select **Full Dropbox**.

<figure><img src="/files/-M9QH8Rh_YSi3aUhuZlb" alt="Dropbox"><figcaption></figcaption></figure>

* **Name your app** – Here enter the name of the app you are going to create. Check **‘agree to terms’** and click on the **Create App** button. After clicking on the Create App button you will be redirected to the home page of the created app. Select your **App Key** and **App Secret** from here.

<figure><img src="/files/-M9QHEiKUpihzIwiKlBc" alt="Dropbox"><figcaption></figcaption></figure>

* To configure, enter credentials in the **‘New Connector**’ under the **Credentials** section. After you enter the Password/Secret (Dropbox App Secret) it immediately gets encrypted as shown below.

**For WorkSpace -** Personal: Users to create a dedicated space within their Dropbox account for personal files and folders. This feature is particularly useful for users who want to keep their personal and professional files separate and organized.

<figure><img src="/files/ssiwRQrSXm8f6uHsFNE2" alt="Dropbox"><figcaption></figcaption></figure>

* To authenticate this, click on **Authenticate**.

<figure><img src="/files/UCJoykwnK8kdjov2NCdC" alt="Dropbox"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** This button is visible only to users with **System Administration** or **Attach2Dynamics Administrator** roles.
{% endhint %}

You will receive the **Success** message.

<figure><img src="/files/XSKGCMjt7iGYaloZi010" alt="Dropbox"><figcaption></figcaption></figure>

**For Example:** Now if any logged-in user uploads or performs any attachment action on files in Dropbox. Let’s upload a few files and see how it works.

{% hint style="info" %}
**Note:** To use Attach2Dynamics UI, Entity Configuration is required. ([LINK HERE](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration))
{% endhint %}

* Navigate to a desired ‘**Entity**’ e.g. **Lead Entity.**

<figure><img src="/files/rUTil7ylXmfvAIigb7rN" alt="Dropbox"><figcaption></figcaption></figure>

* Click on the required **Lead Record**.

<figure><img src="/files/2spGQmw4PS5gDEBRtBaL" alt="Dropbox"><figcaption></figcaption></figure>

* Now Click on the ‘**Attach2Dynamics**’ Button.

<figure><img src="/files/SSt8KMna3jl71JxwEyx7" alt="Dropbox"><figcaption></figcaption></figure>

* Click on the ‘**Upload**’ Button and send the ‘**Files**’ on Dropbox from Attach2Dynamics UI.

<figure><img src="/files/ey7i5KrDPLbusXCIcB4W" alt="Dropbox"><figcaption></figcaption></figure>

* These files will be directly created within Dropbox if the WorkSpace field is set to **Personal**.

<figure><img src="/files/A1dfKqfTW4IuDMzz71fK" alt="Dropbox"><figcaption></figcaption></figure>

* However, Entity folders will be created and the personal folders with the respective names will be generated inside them.

<figure><img src="/files/AehyuCUXgd0BB6D0GMUR" alt="Dropbox"><figcaption></figcaption></figure>

**For WorkSpace - Dropbox Team:**

Users will be able to give access to this WorkSpace created in Dropbox cloud storage to their team members if necessary. To do so;

* **Name:** Give a name to the connector.
* **Connector Type:** Choose **Dropbox** from the drop-down.
* **Default connector:** If required, enable the checkbox to set Dropbox\_1 as the default connector.

<figure><img src="/files/UMyh6JXaB6ZlO6f51QI0" alt="Dropbox"><figcaption></figcaption></figure>

Then go to **Credentials** in the ‘**New Connector’**. After you enter the Password/Secret (Dropbox App Secret) it immediately gets encrypted as shown below.

<figure><img src="/files/Uki0IG5ZIhQlo26DZM7S" alt="Dropbox"><figcaption></figcaption></figure>

Go to the **WorkSpace** field and select **Team**. After selecting **Team**, another field will appear termed Team Folder. Give a name to the team folder and complete the Configuration by clicking **Authenticate**.

<figure><img src="/files/JWOuOZaIkiP9J8iWdOfl" alt="Dropbox"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** This button is visible only to users with **System Administration** or **Attach2Dynamics Administrator** role.
{% endhint %}

Once **Authenticated**, you will receive a Success message.

<figure><img src="/files/KPGACOnib6sIzME21u2I" alt="Dropbox"><figcaption></figcaption></figure>

Once you upload files from Attach2Dynamics UI to Dropbox, in **Dropbox Team**, files will be created within the “**Team Folder**” as shown in the screenshot below:

<figure><img src="/files/1suhTyKmYaFYDSdDMWym" alt="Dropbox"><figcaption></figcaption></figure>

&#x20;These “**Team Folders**” will have **Entity Folders** that will contain the list of **Record Folders**.

<figure><img src="/files/W8m8V75e5SWzO9p2EClv" alt="Dropbox"><figcaption></figcaption></figure>

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


# Azure Blob Storage Connector in Dynamics 365 CRM

> **Learn how to configure Azure Blob Storage connector in your Dynamics 365 CRM / Dataverse (PowerApps) environment using** [**Attach2Dynamics**](https://bit.ly/3KLIcGP) **for a smart way to manage your documents/attachments and free up storage space.**

Follow the steps given below to configure **Azure Blob Storage** connector:

{% embed url="<https://youtu.be/zsltvlSVXUE>" %}

Navigate to **Attach2Dynamics app --> Connectors --> Click on New --> Fill in the following details.**

* **Name:** Give a name to the connector.
* **Connector Type:** Choose Azure Blob Storage from the drop-down.&#x20;
* **Default connector:** If required, enable the checkbox to set Azure\_1 as the default connector.

<figure><img src="/files/LnXGHuCNVguIxHMFR4JS" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: The user can add other storage accounts from Azure Blob Storage.**
{% endhint %}

* Now add the **Storage Account Name** and **Password** / **Secret** / **Access Key**. Next, **Authenticate** the credentials. And, your connector is ready to function.

<figure><img src="/files/odCgtNBqZOf8fI3lKtfP" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

To get the **Storage Account Name and Access Key** for **Azure Blob Storage**, follow the below steps:

* Open the URL: <https://portal.azure.com/> and enter your **Microsoft Azure Credentials**.&#x20;
* Next, go to the storage account section.

<figure><img src="/files/-M9QIhfX-BNzbB63jZ3f" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

* Select your storage account and open it, look for **Access Keys** (as shown in the below screenshot), and get the **Storage account name** and **Key** from it.

<figure><img src="/files/-M9QIo_gFgGTh7PYtop4" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

* Once the Connector record is created, the connector credentials need to be authenticated. To authenticate the connector, click on the **Authenticate button** on the command bar.&#x20;

<figure><img src="/files/IljAqMJwuA0OolTt1zL3" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

* After clicking on the **Authenticate** button if the credentials are correct then you will get a Success message window.

<figure><img src="/files/r3b4sk0rV5ue7CvYHUy6" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

* If Connector authentication fails, then the following error pop-up will appear.

<figure><img src="/files/kpuM4he6WkZ1z4b5Rwq5" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** This button is visible only to users with **System Administration** or **Attach2Dynamics Administrator** roles.
{% endhint %}

**For Example: Let’s upload a few files and see how it works.**

* Navigate to a desired ‘**Entity**’ e.g. **Contact Entity** and click on the required **Contact Record**.

<figure><img src="/files/5t7q09SIGj2iS9dBtmx0" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

* Once the **Record** is opened then Click on **Attach2Dynamics**, as shown in the screenshot below.

<figure><img src="/files/8brVLjpN4uwqdU7oahRX" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

* And **Upload** the files on Azure related to the respective contact.

<figure><img src="/files/HtJRYTwaxP253ipHcBey" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

* Here is a screenshot of the Azure portal that shows the uploads related to the contact.

<figure><img src="/files/swSGDdky9H913dBrvpjJ" alt="Azure Blob Storage Connector in Dynamics 365 CRM"><figcaption></figcaption></figure>

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


# Additional Settings

The **Additional Settings** tab has the following fields:

* **Set file size limit for attachments in Attach2Dynamics UI–** Maximum file upload size can be **1.5 GB.**

<figure><img src="/files/xVMvt6YpK3vzBT3LTjaB" alt="Additional Settings"><figcaption></figcaption></figure>

* **Set blocked file extensions for attachment –** This contains the list of file extensions (semicolon separated) that the Connector won’t be able to upload on Cloud. You can enter it as per your preference. e.g., txt;docx

<figure><img src="/files/yTk4smo549fqa5gDTKd0" alt="Additional Settings"><figcaption></figcaption></figure>

* **Default View Mode** - You can also set up a default view mode as List View / Thumbnail View.

<figure><img src="/files/i56MrvAkY3FicuaPnZj2" alt="Additional Settings"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** This view is only for SharePoint Cloud storage.
{% endhint %}

* **Email Description** - Users can send an email to entities by adding a link to an attachment in the email body. The text of this link that reads “*Link generated by Attach2Dynamics*” can be edited as per your preference, as shown in the screenshot below.

<figure><img src="/files/q74GxNO0RiDwP5UcasOR" alt="Additional Settings"><figcaption></figcaption></figure>

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


# Entity Configuration

Here are the steps to configure entities for Attach2Dynamics:

* [Entity  Configuration](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration/entity-configuration)
* [Configuring  Hierarchy  Structure](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration/configuring-hierarchy-structure)


# Entity Configuration

{% embed url="<https://youtu.be/qKKUo1khbDY>" %}

Entity configuration enables users to manage and store documents/attachments related to entity records in all three cloud storage with the help of the **Attach2Dynamics** button.

For **‘Entity Configuration Entity’** go to **Attach2Dynamics app --> Entity Configuration.**

<figure><img src="/files/7C0SkxSI3ZxM3Q6FG8t6" alt="Entity Configuration"><figcaption></figcaption></figure>

**Entity Configurations** can be created from the Connector form too, just click on the Entity Configuration Tab on the Connector page.

<figure><img src="/files/2FYHmfaSBvdSGctCpNfj" alt="Entity Configuration"><figcaption></figcaption></figure>

<figure><img src="/files/oLvlp6ogRLHf7uiTlxqs" alt="Entity Configuration"><figcaption></figcaption></figure>

1. **General Tab**
   * **Connector:** Select the Connector (SharePoint, Dropbox, or Azure Blob Storage) for which you want to configure the Entity.
   * **Entity Name:** Mention the Entity for which you are configuring.
   * **Attachment Action:** You can either **Copy or Move** the attachment.
   * **Copy:** If you Select Copy, the attachment will be copied to respective cloud storage, and its cloud storage path will be stored against the record along with the original attachment in the Dynamics 365 CRM.
   * **Move:** If you Select Move, the attachment will be moved/migrated out of Dynamics 365 CRM to the respective cloud storage, and its cloud storage path will be stored against the record.
   * **None Selected:** If you don’t select any option, then the Attachment will not be moved to the respective cloud storage, but you will still be able to use the Attach2Dynamics document management UI for the respective entity.
   * **Override files:** If checked, it means trying to upload a file with the same name will be overridden. If unchecked, then a new file with a timestamp will get added and uploaded to the respective cloud storage.

{% hint style="info" %}
***Note:** In the case of Azure storage, the override file will only work if the document content has been modified.*&#x20;
{% endhint %}

2. **Email Configuration:**

The next is the Email Configuration tab. With this tab, you can send the documents as attachments/links through email to the required recipients. You can set this tab as shown in the below screenshot.

<figure><img src="/files/fXuUIMyIj2poeSSJAL5F" alt="Entity Configuration"><figcaption></figcaption></figure>

* **From** – The sender, i.e. the person who sends the email
* **To** – recipient, i.e. the person to whom the email is to be sent
* **CC** – copy, i.e., the person to whom a copy of the email information is to be sent.
* **BCC** – Blind Carbon Copy, i.e. the person you have kept in the loop and do not want the other recipients to see that particular contact.
* Types of Email addresses to select
  * **Users** – If you select Users, then all the CRM users present in the environment will be enlisted while selecting the data.
  * **Queue** – If you select Queue, then all the queues present in the environment will be enlisted while selecting the data.
  * **Team** – If you select Team, then all the teams created in the environment will be enlisted while selecting the data.
  * **Dynamics** e.g. If you have selected a quote as an entity, then all the lookup fields on the quote that are allowed to send email will be enlisted while selecting the data.
  * **Manager,** e.g. If you have selected a quote as an entity, then all the system-user lookup fields on the quote entity will be enlisted while selecting the data, and the recipient would be the manager of the selected data.

Similarly, you can configure entities for DropBox and Azure Blob  Storage.

**Folder Path Schema:** This field is **visible** only for **DropBox** and **Azure Blob Storage**. It is auto-populated depending upon the entity selected.

&#x20;To set the value on Folder Path Schema:

* Create a new column under the **Entity** you want to Configure.
* The new column should be a single line of text.
* Set the maximum length of the column as 4000.
* Selected column should not be primary column (we suggest custom column because we store path of record in this column).

<figure><img src="/files/wh7U76LXdAlIcG8lAa5l" alt="Entity Configuration"><figcaption></figcaption></figure>

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

1\) To use Attach2Dynamics functionalities on an Entity it is mandatory that you create an Entity Configuration record for the same. Without an Entity Configuration record Attach2Dynamics button will not be displayed for the respective Entity.

2\) Connector and Entity Configuration are editable if the user has a System Administrator or Attach2Dynamics Administrator role.

3\) Attach2Dynamics User can only read the Connector and Entity Configuration.

4\) Also, in order to configure an entity with a SharePoint connector we need to enable SharePoint for that entity.

5\) Entities like Product, Sales Literature & Competitor which are Organizational level entities can be configured only in Classic User Interface.

{% endhint %}

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

&#x20;


# Configuring Hierarchy Structure

Attachments/Documents of Dynamics 365 CRM records can be stored in SharePoint sites on the basis of hierarchy.

**To achieve this, follow the steps given below:**

* Go to Advanced Settings **-->** Settings **-->** Document Management Settings.

<figure><img src="/files/f7TOAlqDDbMoMvRG44TV" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* Select Entities **-->** Enter the URL of the respective SharePoint site.

<figure><img src="/files/BHJ5vCK7vDM6Ta2coPf3" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* Enable the Checkbox ‘Based on Entity’ **-->** Select either of the entities, Account or Contact **-->** Complete the process by clicking on ‘Next’ and ‘Finish’.

<figure><img src="/files/ye8RmXghfDNMC75DWf0B" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* Click on **Finish.**

<figure><img src="/files/BmNaIRAYE4dF6eBC8bla" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* When hierarchy is enabled, the path structure will look as shown below.
* Next, go to **Quote --> Select a Quote --> Click on Attach2Dynamics button --> Drag and Drop** the required file.

<figure><img src="/files/me2HnuQenW4EQtmQ8ErU" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* Next, go to the SharePoint site. Here, the respective file will be stored in the following manner: **Account --> Account Name\_guid --> Quote --> Quote Name\_guid.**

<figure><img src="/files/bzFGsogeooeJKT36onqq" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>


# IFRAME Configuration

{% embed url="<https://youtu.be/RFX48jHoIrc>" %}

It is possible to add Attach2Dynamics tab embedded in Entity record page directly without having to open it from the Ribbon Button. Here are the steps on how to create embedded tab in the Form of a particular Entity.

* Go to **Settings --> Customizations --> Customize the System**. A Default solution will open.
* Now on the left pane go to **Components --> Entities**.

<figure><img src="/files/-MGIxzHDLQqOQre7pGYd" alt="IFRAME Configuration"><figcaption></figcaption></figure>

* Expand the **Entity** drop down --> Select **Forms** for the Entity you want to create embedded tab for.

<figure><img src="/files/-MGIyPtZJJi6G5hTZq-x" alt="IFRAME Configuration"><figcaption></figcaption></figure>

* Under the **Active Forms** select any **Name** for which **Form Type** is **Main**.

<figure><img src="/files/-MGIya6-QnJYId5v94uc" alt="IFRAME Configuration"><figcaption></figcaption></figure>

* The **Forms** window will open --> Go to **Insert** tab --> Insert **One** **Column Tab** anywhere on the form framework.

<figure><img src="/files/-MGIyfY38JJLECwFfPmy" alt="IFRAME Configuration"><figcaption></figcaption></figure>

<figure><img src="/files/-MGIzVZFOI-0Mb9CNm_-" alt="IFRAME Configuration"><figcaption></figcaption></figure>

* Go to **Home** --> Click on **Change Properties**.

<figure><img src="/files/-MGIzfWHF8TpBBPqDYgR" alt="IFRAME Configuration"><figcaption></figcaption></figure>

* A tab **Properties Window** will be opened --> Enter name in **Name and Label** --> Click on **OK**.

<figure><img src="/files/-MGIznlcDFU8iEcZHExr" alt="IFRAME Configuration"><figcaption></figcaption></figure>

<figure><img src="/files/-MGIzu0oiXi9KpbvzHgS" alt="IFRAME Configuration"><figcaption></figcaption></figure>

* Go to **Insert** tab --> click on **Web Resource**.

<figure><img src="/files/-MGJ--8BDuUeaoEVl4fD" alt="IFRAME Configuration"><figcaption></figcaption></figure>

* In **Web resource** field enter **ikl\_/Attach2Dynamics/Library/index.html** --> Enter name in **Name and Label** --> Scroll down and check the **Pass** **record object-type code and unique identifier as parameters** box --> Click on **OK**.

<figure><img src="/files/-MGJ-CJTK4mKGZ2z0-Qd" alt="IFRAME Configuration"><figcaption></figcaption></figure>

* Go to **Home** --> Click on **Save** and **Publish**.
* Now navigate to **Entity** (for which you have configured the Form) and open a record--> Scroll down and you can see your desired tab embedded in the page.

<figure><img src="/files/-MVWFW7NoLmwFIbMGJaf" alt="IFRAME Configuration"><figcaption></figcaption></figure>

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


# From Classic UI

Follow the steps below to embed IFrame from Classic UI:

* Go to **Settings --> Customizations --> Customize the System**. A Default solution will open.
* Now on the left pane go to **Components --> Entities**.

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FxKKEBdIzhh2NzXnsiQeB%252Fimage.png%3Falt%3Dmedia%26token%3D2b1309bd-b08e-4948-9d00-5fc971259b63&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=82dbdf2a&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Expand the **Entity** drop down --> Select **Forms** for the Entity you want to create embedded tab for.

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FdaefKIg2qWVC5Xo0RJQ8%252Fimage.png%3Falt%3Dmedia%26token%3Dd643cfd2-1c0b-4ef3-9e9b-e9560feb9be6&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=413184d4&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Under the **Active Forms** select any **Name** for which **Form Type** is **Main**.

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FYUG1RgynDTSqzITqurB3%252Fimage.png%3Falt%3Dmedia%26token%3D0bdcdfa8-7372-4209-8bb2-14289519407b&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=32671df6&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* The **Forms** window will open --> Go to **Insert** tab --> Insert **One** **Column Tab** anywhere on the form framework.

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252F4BG2BkT8Vv0J6cmbszxN%252Fimage.png%3Falt%3Dmedia%26token%3D9ca7b733-52f9-44aa-a6ea-bb1959377e7c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=bc3c6a05&#x26;sv=2" alt=""><figcaption></figcaption></figure>

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FkceUx0bPVZvB56iP2hLw%252Fimage.png%3Falt%3Dmedia%26token%3D57d1e0e0-4086-4cd7-88d7-abe0051505ea&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=4389cd01&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Go to **Home** --> Click on **Change Properties**.

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252Fg91nprGcAZEs4QlfPZVg%252Fimage.png%3Falt%3Dmedia%26token%3D45dd6766-4552-43b7-97d3-cd802ec14d12&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=d2def2de&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* A **tab Properties** Window will be opened --> Enter the name in **Name and Label** --> Click on **OK**.

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252Fd0CjUBivV6ofNm0omXOS%252Fimage.png%3Falt%3Dmedia%26token%3D808c5ad1-bedb-46b1-ac14-87f22ef53327&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=2ede7252&#x26;sv=2" alt=""><figcaption></figcaption></figure>

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FivX6aAHIscySj9rwBYQl%252Fimage.png%3Falt%3Dmedia%26token%3Ddb2b1114-8fa0-4cbb-be34-a2e62172ed4a&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=20d5c8d1&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Go to **Insert tab** --> click on **Web Resource**.

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FnEVVmMUClvrzdAaqRoab%252Fimage.png%3Falt%3Dmedia%26token%3D3cc4e997-4286-4e98-ad82-1de61dbf8356&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=80aa351&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* In **Web resource** field enter **ikl\_/Attach2Dynamics/Library/index.html** --> Enter name in **Name and Label** --> Scroll down and check the **Pass record object-type code** and **unique identifier** as parameters box --> Click on **OK**.

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FM8Nher0M6xCV7GPha84W%252Fimage.png%3Falt%3Dmedia%26token%3Db116f087-5c36-4a64-9912-87796139bb87&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=b51b6fa7&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Go to **Home** --> Click on **Save and Publish**.
* Now navigate to **Entity** (for which you have configured the Form) and open a record--> Scroll down and you can see your desired tab embedded in the page.

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FLNx13xH2aaD5r58YRlQv%252Fimage.png%3Falt%3Dmedia%26token%3De389d846-f355-41af-87e6-a4d8b3ba379a&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=42c5f565&#x26;sv=2" alt=""><figcaption></figcaption></figure>


# From Power Apps

Follow the steps below to embed IFrame from Power Apps:

Here we're taking Account Entity as an example, you can perform it for other entities.

* Go to Tables **--> All --> Select the Table**.

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252F9w49MoSJpdty1LjczGUk%252FScreenshot_1.png%3Falt%3Dmedia%26token%3Dfe047c08-3fd2-42d4-8912-7e21c9b38a2e&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=a3157c63&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Click on **Account.**

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FWNkg0VXphuEGEEVI7ivc%252FScreenshot_2.png%3Falt%3Dmedia%26token%3D13b62c70-24de-4d7a-9aed-217f56c17c15&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=68d143d3&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Click on **Forms.**

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FWHuOND1rIX6BmOBzbG3m%252FScreenshot_3.png%3Falt%3Dmedia%26token%3D60bf0202-115f-4b24-b471-3eca2102f084&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=ed60f073&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Open the **Main Form.**

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FmyTMhLCYWVCF5eKonTuP%252FScreenshot_4.png%3Falt%3Dmedia%26token%3D26e79c34-5d12-4525-b16a-a1a8df8efa4f&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=4a272890&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Click on **Component** -->Add **1-column tab.**

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252F9SXTFHLSxBD7DF6v5YmP%252FScreenshot_5.png%3Falt%3Dmedia%26token%3Db0959d59-3f9b-4f04-a93c-1009fa4d220a&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=4a28f369&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Click on **New Tab --> Update Label. (As per your preferences)**

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FNhRi0PEGUh0G8z5i1wH5%252FScreenshot_6.png%3Falt%3Dmedia%26token%3D04301199-7a8c-4cc6-acab-73e420745d58&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=7de45b33&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Go to Display **-->** Select **HTML web resource.**

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252F0ZRGLyLRV2keANDFjpvQ%252FScreenshot_7.png%3Falt%3Dmedia%26token%3D1581ba56-a9c9-4c1a-8559-993083d62edf&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=78fa974b&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Search for HTML web **resource** in the search bar and enter **ikl\_/Attach2Dynamics/Library/index.html** --> Click on **Add**.

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FcsAzn2aMPUTID0ZIfkkX%252FScreenshot_8.png%3Falt%3Dmedia%26token%3D2c19076c-e74c-472a-b6e0-50cee603ddb6&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=819be2e&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* To adjust the height of the Attach2Dynamics UI component, use the **Component Height** setting, as shown in the screenshot below:

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252F8yG7QiprX6gtyzCbYU66%252FScreenshot_9.png%3Falt%3Dmedia%26token%3D0868116d-324d-447a-879a-ae450078da84&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=b6b5e574&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Click on **Save and Publish**.

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FSrwpGIluMi0inbdxonGO%252FScreenshot_10.png%3Falt%3Dmedia%26token%3D7bb069fd-819f-4c09-9f92-f060d2c604fa&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=8062bb00&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* Navigate to Accounts --> IFrame

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FakgpGpuH0Y3g6pODHwrb%252Fimage.png%3Falt%3Dmedia%26token%3D190a8abc-94aa-4a4f-a9c4-22498c2efd9f&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=8f63e466&#x26;sv=2" alt=""><figcaption></figcaption></figure>


# How-to Guides


# Remove GUID

When a document is uploaded to the SharePoint using Attach2Dynamics or using OOB Documents tab in SharePoint, a folder with record name is created in the SharePoint. But along with the name, GUID (Unique ID of the record) is also added in the SharePoint folder name as shown in the below screenshot this GUID:

<figure><img src="/files/-MQjl41DG7ZXz3gPyD08" alt="Remove GUID"><figcaption></figcaption></figure>

To remove the GUID you first need to change the organization settings of CRM. To change the settings, please follow the steps given below:

* Navigate to the [link](https://urldefense.com/v3/__https:/github.com/seanmcne/OrgDbOrgSettings/releases__;!!HCORQGcuXVTsyh1-D2uGonQ!47A-28I6CHxMnG8ZNQ7cG5DwmlugOASgzIlXJSkbZDciHrJmdJAV_2kXJu99EfF8h2SNyQ$) and download the **‘OrganizationSettingsEditor’** solution file by clicking on the name as shown in the below screenshot.

<figure><img src="/files/-MP9WSdBGM4KqPr_MpCD" alt="Remove GUID"><figcaption></figcaption></figure>

* Once the solution is downloaded, import it into your environment.
* Click on the **gear** icon --> Select **Advanced Settings**.

<figure><img src="/files/-MP9Wgw8Mi0EqhCDmQqb" alt="Remove GUID"><figcaption></figcaption></figure>

* Navigate to Settings --> Solutions --> Click on **'Import solution'** button.

<figure><img src="/files/-MP9WnsIbB4_aJ56NQf_" alt="Remove GUID"><figcaption></figcaption></figure>

<figure><img src="/files/-MP9WtS3S9Rc4IWIyQpc" alt="Remove GUID"><figcaption></figcaption></figure>

* Please choose the downloaded **OrganizationSettingsEditor** solution file and click on the **'Next'** button to proceed.

<figure><img src="/files/-MP9X-xAKdgHa9nAJxeT" alt="Remove GUID"><figcaption></figcaption></figure>

<figure><img src="/files/-MP9X5Jkb7jBYx1V3E3N" alt="Remove GUID"><figcaption></figcaption></figure>

* After the solution is successfully imported, open the solution and navigate to the Configuration page and search for **‘CreateSPFoldersUsingNameandGuid’.**

<figure><img src="/files/-MP9XBowTUZa9e-DfdCj" alt="Remove GUID"><figcaption></figcaption></figure>

* By default, the **‘Current Value’** of **‘CreateSPFoldersUsingNameandGuid’** is set to true, to change it, click on the **edit** button.

<figure><img src="/files/-MP9XIdkutzyPKyiF9_R" alt="Remove GUID"><figcaption></figcaption></figure>

* Enter **‘false’** (lower case) in **‘CreateSPFoldersUsingNameandGuid’** field --> Click on **‘Update’** button --> Click on **‘OK’** button from the confirmation pop-up.

<figure><img src="/files/-MP9XO7jU5OcPBRmZp5r" alt="Remove GUID"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: SharePoint Folders created after applying the above settings will be created without a GUID; the history folders in SharePoint which are created before the above settings will remain with a GUID.**
{% endhint %}

{% hint style="info" %}
**Disclaimer: When you disable the GUID, ensure that each record folder has a unique name. Failure to do so may result in potential risks such as sync conflicts, folder overlaps, or even data being overwritten during synchronization.**
{% endhint %}

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


# Configuring Hierarchy Structure

Attachments/Documents of Dynamics 365 CRM records can be stored in SharePoint sites on the basis of hierarchy. To achieve this, follow the steps given below:

* Go to **Advanced Settings --> Settings --> Document Management Settings.**

<figure><img src="/files/-M9Q7rxYtkAcEwZkrWGb" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* Select **Entities --> Enter the URL of respective SharePoint site.**

<figure><img src="/files/-M9Q7xhmSoRqnwvsa34G" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* Enable the Checkbox **‘Based on Entity’** **--> Select either of the entities, Account or Contact --> Click on Next.**

<figure><img src="/files/-M9Q8g-fOk4MNyk0ocuN" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* Click on **Finish.**

<figure><img src="/files/-M9Q8w6GhfxAnFlwTvo-" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* When hierarchy is enabled, the path structure will look as shown below.
* Next, go to **Opportunity --> Select an opportunity --> Click on Attach2Dynamics button --> Drag and Drop required file.**

<figure><img src="/files/-MVWI8MtNEyYl5-0Q8fL" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

* Next go to SharePoint site. Here, the respective file will be stored in the following manner: **Account > Account Name\_guid > Opportunity > Opportunity Name\_guid.**

<figure><img src="/files/-MVWIGPi1pqO4W-8vyvw" alt="Configuring Hierarchy Structure"><figcaption></figcaption></figure>

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


# Sharing SharePoint Site

If you want to share the SharePoint site with the users who doesn’t have access to the SharePoint site then, follow the steps given below. These are the steps taken from the point of view of user who is the **SharePoint Site Owner.**

* Open the SharePoint site for which the user doesn’t have access --> Click on the **Site contents** tab.

<figure><img src="/files/-MU8LCO85jmBBR68zAQ1" alt="Sharing SharePoint Site"><figcaption></figcaption></figure>

* Click on the **Setting** button on the top which is highlighted in the below screenshot --> Click on the **Site Permissions**.

<figure><img src="/files/-MU8LXgtxWbZrmzzArJe" alt="Sharing SharePoint Site"><figcaption></figcaption></figure>

* Next, click on the Advanced permissions settings.

<figure><img src="/files/-MU8LhYikRAPQOrfEXSW" alt="Sharing SharePoint Site"><figcaption></figcaption></figure>

* Now you will find three option from which you need to select the option {YourSiteName} Members.

<figure><img src="/files/-MU8Loisxb52Z2Fc7tbf" alt="Sharing SharePoint Site"><figcaption></figcaption></figure>

* Click on the **New** button dropdown --> Select **Add Users Add users to this group**.

<figure><img src="/files/-MU8Lu40GHMWRvYMLcFp" alt="Sharing SharePoint Site"><figcaption></figcaption></figure>

* Now enter **'Everyone except external users'**, you will automatically get the suggestion please select it.

<figure><img src="/files/-MU8M0dC74LQNp2Ngpqt" alt="Sharing SharePoint Site"><figcaption></figcaption></figure>

* After selecting the option, click on the **Share** button.

<figure><img src="/files/-MU8M67TD9GSQfpPueNX" alt="Sharing SharePoint Site"><figcaption></figcaption></figure>

After sharing the site, the users will be able to access the site and will not get the permission issue from the Attach2Dynamics UI.

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


# Enable Cookies Setting

This setting is required when the user gets the Error stating **Unable to get the Token**. This error arises due to the browser setting because of which the third-party sites cannot use the cookies.

To enable the cookies please follow the steps given below for your respective browsers.

### Google Chrome

The user needs to do the following Browser setting if they get the **Unable to get Tokens** error message on the Attach2Dynamics document management UI.

* Open the browser --> Click on the **ellipses** on top-right corner --> Select the **Settings** option.

<figure><img src="/files/-MUNeTfuIArXEuE-fkKQ" alt="Enable Cookies Setting"><figcaption></figcaption></figure>

* Scroll down to the **Privacy and Security** section.
* From the Privacy and security section, select **Cookies and other site data** option.

<figure><img src="/files/-MUNecxuyxAm5FVLmfCC" alt="Enable Cookies Setting"><figcaption></figcaption></figure>

* Now select **Allow all cookies** option.

<figure><img src="/files/-MUNelMgecXaVp9HLNoN" alt="Enable Cookies Setting"><figcaption></figcaption></figure>

Once this is done, refresh the CRM record page and ensure if the Attach2Dynamics UI is loading correctly or not.

### Firefox

Firefox can be set to not accept cookies. To turn on cookies, follow the steps given below:

* Click the **menu** button --> Select **Options**.
* Select the **Privacy & Security** panel. This is where you can view your settings for [Enhanced Tracking Protection](https://support.mozilla.org/en-US/kb/enhanced-tracking-protection-firefox-desktop), which includes cookies.
  * If **Standard** is selected, this is the default setting and, except for trackers, all cookies are enabled. For more information, see [Trackers and scripts Firefox blocks in Enhanced Tracking Protection.](https://support.mozilla.org/en-US/kb/trackers-and-scripts-firefox-blocks-enhanced-track)
  * If **Strict** is selected, either choose **Standard** or switch to **Custom**.
  * If **Custom** is selected, either uncheck Cookies (this will allow all cookies) or select the setting to only block Cross-site and social media trackers.

<figure><img src="/files/-MUNf29Y8UiyPoa9YUS9" alt="Enable Cookies Setting"><figcaption></figcaption></figure>

* Close the about: preferences page. Any changes you've made will automatically be saved.

### Internet Explorer

* Click on the **Settings** (the gear icon) in the browser toolbar --> Choose **Internet Options.**

<figure><img src="/files/-MUNfDR4GkgmjEp3T8Il" alt="Enable Cookies Setting"><figcaption></figcaption></figure>

* Click the **Privacy** tab --> Click on the **Advanced** button.

<figure><img src="/files/-MUNfJPdbqsYnKUW944M" alt="Enable Cookies Setting"><figcaption></figcaption></figure>

* Once you click on the Advanced button a **Pop-up** window will appear. Go to **Third-Party Cookies** section --> Select the **Allow** radio button --> Click on **OK.** The setting would be successfully updated.

<figure><img src="/files/-MUNfP0vAwSFMV5RdhjU" alt="Enable Cookies Setting"><figcaption></figcaption></figure>

### Microsoft Edge

* Open Microsoft Edge --> Select **Menu (3 dots icon)** --> Click on the **Settings** options.

<figure><img src="/files/-MUNfVwdTWeQq0klA11y" alt="Enable Cookies Setting"><figcaption></figcaption></figure>

* Under **Settings** tab, select **Cookies and site permission** --> Go to **Cookies and data Stored** --> Click on the **‘>’** icon in **Manage and delete cookies and site data.**

<figure><img src="/files/-MUNfao0fnnAnMOjsk5L" alt="Enable Cookies Setting"><figcaption></figcaption></figure>

* Turn on **'Allow sites to save and read cookie data (recommended)'** to unblock cookies.

<figure><img src="/files/-MUNfgeVdh8rQtMAZj35" alt="Enable Cookies Setting"><figcaption></figcaption></figure>

* Once you enable the option the setting would automatically updated.

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


# View Dataverse Database Capacity

To navigate to the database capacity table graph in the new Power Platform interface, please follow the steps below:

1. Navigate to: <https://admin.powerplatform.microsoft.com/resources/capacity>
2. Open the **Dataverse** section, where all environments will be listed.

<figure><img src="/files/haglMk4Fe5LSa78bCcq8" alt=""><figcaption></figcaption></figure>

3. Select the environment for which you want to review the capacity details.
4. You will be able to view the database capacity and the table-wise consumption graph there. Please refer to the screenshot below for reference.

<figure><img src="/files/EiaeRrxUL986EtkNhi8B" alt=""><figcaption></figcaption></figure>


# Features

Attach2Dynamics has the following list of features:

* [Drag & Drop files/folder](https://docs.inogic.com/attach2dynamics/features/drag-and-drop)
* [Upload files/folder](https://docs.inogic.com/attach2dynamics/features/upload)
* [Download files](https://docs.inogic.com/attach2dynamics/features/download)
* [Rename files/folder](https://docs.inogic.com/attach2dynamics/features/rename)
* [Copy Link](https://docs.inogic.com/attach2dynamics/features/copy-link)
* [Create Folder](https://docs.inogic.com/attach2dynamics/features/create-folder)
* [Deep Search](https://docs.inogic.com/attach2dynamics/features/deep-search)
* [Move/Copy Attachments](https://docs.inogic.com/attach2dynamics/features/move-copy-attachments)
* [Support for Multiple Document Location](https://docs.inogic.com/attach2dynamics/features/document-location)
* [Email Link or Attachments](https://docs.inogic.com/attach2dynamics/features/email)
* [Upload files from Home page](https://docs.inogic.com/attach2dynamics/features/upload-files-from-home-page)
* [Delete files](https://docs.inogic.com/attach2dynamics/features/delete)
* [View files](https://docs.inogic.com/attach2dynamics/features/view)
* [Open Folder](https://docs.inogic.com/attach2dynamics/features/open-folder)
* [Security Templates](https://docs.inogic.com/attach2dynamics/features/security-templates)
* [Bulk Migration Job](https://docs.inogic.com/attach2dynamics/features/bulk-migration-job)
* [Use Attach2Dynamics UI in IFRAME](https://docs.inogic.com/attach2dynamics/features/use-attach2dynamics-ui-in-iframe)
* [Bulk Migration Tool](https://docs.inogic.com/attach2dynamics/features/bulk-migration-tool)
* [Drag and Drop Email and its Attachments from Outlook to cloud storage with Dynamics 365](https://docs.inogic.com/attach2dynamics/features/drag-and-drop-email-and-its-attachments-from-outlook-to-cloud-storage-with-dynamics-365)

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


# Drag & Drop Files and Folders to Cloud Storage

Users can drag and drop multiple files and folders from the file explorer of their local machine to SharePoint, Azure Blob Storage, or Dropbox using the Attach2Dynamics UI.

{% hint style="info" %}
**Note:** Drag & Drop of files and folders is not supported in IE.
{% endhint %}

<figure><img src="/files/dq2ZyiRhNlxAoi7vklCu" alt="Drag &#x26; Drop Files and Folders to Cloud Storage"><figcaption></figcaption></figure>

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


# Upload on SharePoint, Azure Blob Storage or Dropbox

Users can upload multiple files and single folder at a time using the solution. They get user-friendly UI to see the list of files uploaded on SharePoint, Azure Blob Storage or Dropbox against the current record. Upload Folder through button is not available on IE.

<figure><img src="/files/MTn1HFJvxRAM2Zz2ucpz" alt="Upload on SharePoint, Azure Blob Storage or Dropbox"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note:** The maximum capacity of uploading a single file is up to 1.5 GB in SharePoint & Azure. However, in DropBox, the capacity limit for uploading a single file is up to 250 MB.
{% endhint %}

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


# Download

Users can get access to all documents of the required storage system and download them. Bulk download of files is possible. Folder downloads are not supported for SharePoint and Azure Blob Storage but are available for Dropbox.

<figure><img src="/files/8kgicUBqHf008TyIrry3" alt="Download"><figcaption></figcaption></figure>

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


# Rename

Users have the option to rename the documents by selecting the required files and folders. However, in Azure Blob Storage users can rename only files not folders.

<figure><img src="/files/HTm6rgJr8EcUL98DchQ2" alt="Rename"><figcaption></figcaption></figure>

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


# Send an Email for both Non-activity and Activity entities

Users also have an option to send an email for both Non-activity and Activity entities.&#x20;

### For Non-activity Entity:

There are two options for this – send as Link or Attachment.

* **Links:** On selecting this option you can insert the file’s/folder’s link in the email body. The below window opens on choosing the option ‘Link’ with link of file in email body.
* **Attach Documents:** On selecting this option you can attach the file itself in the email body. The below window opens with file as attachment by choosing ‘Attach.’

<figure><img src="/files/tgHALLqEtrSFsursGaIr" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

<figure><img src="/files/zEXpGY56q8Gl3U6P0CEl" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

<figure><img src="/files/LdWgUYnKXso6zCczJh51" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: Email can be sent only with files and not folders. Also, multiple files can be sent in a single mail.**
{% endhint %}

### For Activity Entity (Email):

To directly send an email with multiple attachments, please follow the steps given below:

* First, create the Connector record in Attach2Dynamics App. Please follow this [link](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/sharepoint) for directions.
* Next, create an entity configuration record for the **Email** entity.
* Now you have to create an entity configuration record for the entity which will be selected in the **Regarding field** of the **Email**. Follow [this link](https://docs.inogic.com/attach2dynamics/configuration/entity-configuration) for directions to create entity configuration.
* Navigate to the Email form --> Set the entity record that you want to view in Attach2Dynamics UI in the **Regarding** field --> Click on the **Attach2Dynamics** button.
* You will be able to see the files and folders present in the SharePoint site of the record present in the **Regarding** field as shown below:

<figure><img src="/files/KMTZKKZRwDN29wCLxqTg" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

<figure><img src="/files/MmfVhMH5uC0E4rhHn9TZ" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

* Select the file --> Click on the **Email** button to attach the file as an **attachment** or as a **link** in the email.

<figure><img src="/files/vnl8Ga3pnIJbmS8agqfV" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

* In the case of **Attach Documents**, the file will be added as an attachment in the email attachment section.

<figure><img src="/files/8YRgaQQZmqd8reslxJAf" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

* In the case of **Links**, on selecting this option you can insert the file’s/folder’s link in the email body. The below window opens on choosing the option ‘Link’ with the link of the file in the email body.

<figure><img src="/files/kTMdYI6z7ht4Y9G9gQYf" alt="Send an Email for both Non-activity and Activity entities"><figcaption></figcaption></figure>

To edit email descriptions, users can edit the text “**Link generated by Attach2Dynamics**” and add any preferred content. This has to be configured beforehand while adding Connectors in [Additional Setting](https://docs.inogic.com/attach2dynamics/configuration/connector-configuration/additional-settings). Users need to specify the text in the Email Description section under Additional Settings, to ensure the preferred text is showcased every time they generate a link.

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


# Copy Link

Users can simply copy and paste the generated link for the selected document using this option when required to be sent outside the Dynamics 365 CRM.

If only **View** is selected then the document is available in read-only mode whereas, if Edit mode is selected then the document is available for editing.

For Dropbox, only View mode is available. This feature is also available in Azure Blob Storage.

<figure><img src="/files/3uSvgHMgps360eM6w30A" alt="Copy Link"><figcaption></figcaption></figure>

<figure><img src="/files/UslQCHNIGotSuy7IvJXA" alt="Copy Link"><figcaption></figcaption></figure>

However, if you get an error while creating an anonymous link, then follow the instructions given [here](https://docs.inogic.com/attach2dynamics/prerequisites/untitled).

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

####


# Create Folder for SharePoint, Azure Blob Storage or Dropbox

Users can create a folder for all three cloud storage.

<figure><img src="/files/5tdYt40m7Na8UTUZghwa" alt="Create Folder for SharePoint, Azure Blob Storage or Dropbox"><figcaption></figcaption></figure>

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


# Drag & Drop Files To Folders Within Cloud Storage

Drag and move files to folders within the cloud storage system. However, you can only move one file at a time.

<figure><img src="/files/DxYuaFre4lE9gHKaaUoS" alt="Drag &#x26; Drop Files To Folders Within Cloud Storage"><figcaption></figcaption></figure>

<figure><img src="/files/7VAfYr7mhCDRVHAozzpA" alt="Drag &#x26; Drop Files To Folders Within Cloud Storage"><figcaption></figcaption></figure>

<figure><img src="/files/aO6aJcFFI7M03FgFS4zw" alt="Drag &#x26; Drop Files To Folders Within Cloud Storage"><figcaption></figcaption></figure>


# Deep Search for Files or Folders

Users can deep search for files/folders related to the entered keyword in the search tab and obtain all the documents with the search name in the enlisted file area. Deep search allows you to search for files or folders based on your current path.

If you are currently in a **“/A.Datum/Sample”** path and if there are more folders/files inside that path, if you search for any keyword it’ll scan till the last file and folder and return the result.

Azure Blob Storage does not support deep search but users can search within the current folder.

<figure><img src="/files/7YNYC1kpm3quDdPm8J9W" alt="Deep Search for Files or Folders"><figcaption></figcaption></figure>

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


# 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="/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>

{% 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 %}


# File & Image Column Migration

The **File & Image Column Migration** feature allows you to automatically move files uploaded to **Dynamics 365 File and Image columns to cloud storages**. This helps reduce Dataverse storage usage while keeping documents easily accessible from Dynamics 365.

When a user uploads a file or image to a configured column, Attach2Dynamics migrates the file to different cloud storages and updates the corresponding URL column with a clickable link. Users can continue accessing the document directly from the record.

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

* Before using **File and Image Migration**, create a corresponding **URL** column, add the **File and Image Control component**, and map the URL column to the respective **out-of-the-box (OOB)** or custom File/Image column in the **File/Image Column Configuration tab**.
* Files uploaded through the **File and Image Control** are migrated automatically when the Attachment Action is set to **Move** or **Copy**.
* If a file is uploaded directly to an **OOB** or **custom File/Image column**, or if the Attachment Action is Blank, run a **Bulk Migration Job** to migrate the file to cloud storages.
  {% endhint %}

The following steps walk through this configuration using the Contact entity as an example.

### Step 1: Create a File Column

1. In the Power Apps interface, select **Tables** from the left navigation menu.
2. Select the **Contact** table and click **Columns** under the Schema section.

<figure><img src="/files/nc6Gt0kJLN4G2UYziXn5" alt=""><figcaption></figcaption></figure>

3. Click **+** **New column**.
4. In the New column properties pane:

* Enter **Passport Document** in the Display name field.
* Set the Data type to **File**.

<figure><img src="/files/CqJ9rC9HzOpQAyZYqcDo" alt=""><figcaption></figcaption></figure>

5. Click **Save**.

<figure><img src="/files/lfimC35xhyp6qdNgAowv" alt=""><figcaption></figcaption></figure>

### Step 2: Create a URL Column

To migrate a File or Image column, a corresponding URL column must be created. This column will hold the hyperlink to the migrated file once it is moved to the cloud storage.

1. Click **+ New column** again to create a second column.
2. In the New column properties pane:

* Enter **Passport Document Link** in the Display name field.
* Set the Data type to **Single line of text**.
* Set the Format to **URL**.

<figure><img src="/files/8oDPhgOIypu0IHK0yJW8" alt=""><figcaption></figcaption></figure>

3. Click Save.

### Step 3: Add the Fields to the Contact Form

1. Go to **Tables > Contact > Forms**.
2. Open the Contact form with Form type **Main** in the form designer.

<figure><img src="/files/RtTisf3ymONZSW8HCSjD" alt=""><figcaption></figcaption></figure>

3. In the **File and Image tab**, navigate to the **Personal Details** section.
4. Add both the **Passport Document** and **Passport Document Link** fields to this section.

<figure><img src="/files/fBlQYgBfCjkzeDSTXXta" alt=""><figcaption></figcaption></figure>

### Step 4: Add the Custom Component to the URL Field

1. Select the **Passport Document Link** field on the form **canvas**.
2. In the properties pane, expand the Components section and click **+ Component**.

<figure><img src="/files/s6KXTvK8AW3ryog3aaUO" alt=""><figcaption></figcaption></figure>

3. Click **Get more components**.

<figure><img src="/files/rAijgTd8CIrqVUkRqQ9A" alt=""><figcaption></figcaption></figure>

4. From the list of available components, select **File and Image Control** and click **Add**.

<figure><img src="/files/3meR9n5wIaymphIckIVw" alt=""><figcaption></figcaption></figure>

### Step 5: Configure the Custom Component

1. In the Add **File and Image Control configuration pane**, set the following:

**Column Logical Name (File or Image)**: Enter the logical name of the File or Image column, for example, cree7\_passportdocument.

{% hint style="info" %}
**Note**: This must be the logical name of the File or Image column, not its display name.
{% endhint %}

<figure><img src="/files/5tyZ0ZBpFinGORoev4za" alt=""><figcaption></figcaption></figure>

**Column Type**: **file or image**: Enter file if the column type is File, or image if the column type is Image.

2. Ensure the component is enabled for **Web, Mobile, and Tablet**.
3. Click **Done**.

### Step 6: Save and Publish

Click Save and Publish in the form designer to apply the changes to the environment.

<figure><img src="/files/D595lv0OMr3yBUWtraj7" alt=""><figcaption></figcaption></figure>

### Configure File & Image Migration in Attach2Dynamics

After creating the required columns and updating the form, configure the entity in Attach2Dynamics.

1. Open Attach2Dynamics.
2. Select **Entity Configurations**.
3. Open the **Contact entity configuration**.
4. Navigate to the **File/Image Column Configuration tab**.
5. Locate the **Passport Document field**.
6. From the **URL** dropdown, select **Passport Document Link**.

<figure><img src="/files/fUel44HEvuvAqhpOpy4o" alt=""><figcaption></figcaption></figure>

7. Click **Save Config**.
8. Save the **entity configuration**.

### Verify the Expected Result

After completing the configuration, verify that the uploaded file has been migrated successfully.

1. Open a **Contact record**.
2. Navigate to the **File and Image tab**.
3. Upload a file to the **Passport Document field**.
4. Save the **record**.

<figure><img src="/files/z5UrJ2DcE4WzwzjpAD8N" alt=""><figcaption></figcaption></figure>

After the background migration completes:

* The uploaded file is moved from **Dataverse to cloud storage**.
* The **Passport Document Link** field is automatically populated with a clickable cloud URL using the original file name.
* The file inherits the configured cloud folder permissions.

<figure><img src="/files/n5Ob91GulKVmD9RQFwQW" alt=""><figcaption></figcaption></figure>

To verify the migration in your prefer cloud storage:

1. Open the **Attach2Dynamics panel** for the Contact record.
2. Confirm that the uploaded file appears in the document list.
3. Click **Open Folder in cloud** to verify the file location.

<figure><img src="/files/7YNpyr7Yd4NBme0DSs1o" alt=""><figcaption></figcaption></figure>

### Bulk Migration Job

Files uploaded directly to an **out-of-the-box (OOB)** or **custom** File/Image column are not migrated to cloud automatically. To migrate these files, run a **Bulk Migration Job**.

{% hint style="info" %}
**Note:** Before running the Bulk Migration Job, ensure that the File/Image column is mapped to its corresponding **URL** column in the **File/Image Column Configuration** tab of the Entity Configuration.
{% endhint %}

#### Step 1: Initial Upload

Before uploading a file, the File/Image column is empty.

<figure><img src="/files/akeHkHOcX1zwwmdzVo4I" alt=""><figcaption></figcaption></figure>

#### Step 2: Upload a File

Upload a file to the OOB or custom File/Image column and save the record. The file remains in Dataverse until the Bulk Migration Job is executed.

<figure><img src="/files/6abA9GoyQ43bpKza7HyC" alt=""><figcaption></figcaption></figure>

#### Step 3: Run the Bulk Migration Job

1. Navigate to **Attach2Dynamics > Bulk Migration Jobs**.
2. Create a new Bulk Migration Job.
3. Set **Migrate** to **File and Image**.
4. Set **Attachment Action** to **Move**.

<figure><img src="/files/1l2cO46Tm85scM9eluz4" alt=""><figcaption></figcaption></figure>

5. Save the job.

#### Step 4: Verify the Migration

After the Bulk Migration Job completes successfully:

* The physical file is moved from Dataverse to cloud storages.
* The mapped URL column is automatically populated with a **clickable cloud link**.

<figure><img src="/files/b9RXIR5ifc9xMDL8jrmT" alt=""><figcaption></figcaption></figure>

* You can verify the migration status from the **Job Status** tab of the Bulk Migration Job record.

<figure><img src="/files/2xF26DVcEal9E3RMKJRR" alt=""><figcaption></figcaption></figure>

[***Click here***](https://docs.inogic.com/sharepoint-security-sync/features/bulk-migration-job) ***to know more about Bulk Migration Job.***


# Migrate Dynamics 365 CRM Email Body Content

This feature allows you to migrate email body content, including messages, images, and gifs on the email body – from the CRM system to any cloud storage such as SharePoint, Dropbox, or Azure Blob Storage. Users can extract email content from the source system and transfer it to respective cloud storage in HTML format. This can help users save on storage space, and improve data management, accessibility, and overall efficiency.

The email content migration process ensures that all email content is accurately transferred while preserving essential information such as sender, recipient, date, and attachments.

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

* It is necessary to assign Attach2Dynamics Administrator/Attach2Dynamics User Security role to use real-time migration.
* The email content migration can be successfully performed only when an email is sent or received in Real-Time and not when it is kept in draft.
* Email content can be migrated from CRM only to one cloud-based solution, at one given point of time – be it as SharePoint, Dropbox, or Azure Blob Storage.
* In Entity Configuration, users need to choose between Yes/ No to ‘Allow Email Content Migration’ for every Connector.
  {% endhint %}

**Configure email body content by referring the below screenshot**

<figure><img src="/files/c1YkpQALGpkzC5u8qgYx" alt="Migrate Dynamics 365 CRM Email Body Content"><figcaption></figcaption></figure>

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

* A single and comprised paragraph of plain text will be added below the HTML link in the message body to provide context for the message content.
* For Bulk Migration Jobs of Email Content, users simply need to choose For? as Email Body Content
  {% endhint %}

<figure><img src="/files/6H8rStvpjWbxiTJOmMo1" alt="Migrate Dynamics 365 CRM Email Body Content"><figcaption></figcaption></figure>

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

* Then Schedule the migration for the desired Connector, Schedule the Date, and run it for the number of days, weeks, months, years, or add Custom Criteria.
  {% endhint %}

<figure><img src="/files/eecSTHq7B5wk2zYl1YKi" alt="Migrate Dynamics 365 CRM Email Body Content"><figcaption></figcaption></figure>


# Document Location

For a record, we can have multiple Document Locations within the SharePoint Site. With the help of Attach2Dynamics, you can select which folder (Document Location) you want to upload the file in an easy-to-use UI.

<figure><img src="/files/mZNDT32wkiLJ2qJC7tMh" alt="Document Location"><figcaption></figcaption></figure>


# Access Control of the Action in Attach2Dynamics UI

Control the access given to users over various features of Attach2Dynamics UI such as Upload, Download, Email, View Files, Delete, Create Folder, copy a Link and Rename.

<figure><img src="/files/Lj6nQPAvKCBqx2IBW9Mc" alt="Access Control of the Action in Attach2Dynamics UI"><figcaption></figcaption></figure>


# Support for uploading files from Home Page

Upload files from home page directly for the selected records.

<figure><img src="/files/YqXKdHLgknnu7lhMlggn" alt="Support for uploading files from Home Page"><figcaption></figcaption></figure>

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

* Up to 100 records can be selected at a time.
* Folders cannot be uploaded from home page.
  {% endhint %}


# Delete Files from SharePoint, Azure Blob Storage or Dropbox

Users can delete files from all the three cloud storages. The details of these deleted files are then stored in the Log Entity. To view the same, navigate to **Attach2Dynamics - Logs - Deleted File Status.**

<figure><img src="/files/1QrQnA8jUsSJvZ3KZPgg" alt="Delete Files "><figcaption></figcaption></figure>

<figure><img src="/files/E5GEJDWdClFja6qPMKvx" alt="Delete Files "><figcaption></figcaption></figure>

The user can get complete information such as **Deleted On, Deleted by, File Name,** etc. from the log.

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


# View Files with a Single Click in SharePoint and Dropbox

Users can preview necessary files with a single click before downloading it. This feature is available only in S**harePoint and Dropbox.**

<figure><img src="/files/F8fdVFMU0nrngFMptl4L" alt="View Files"><figcaption></figcaption></figure>

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


# Open Folder

User can open the record folder present on SharePoint site directly from Attach2Dynamics document management UI by clicking on the icon highlighted below:

<figure><img src="/files/V994i6XjYnqdbktNaG91" alt="Open Folder"><figcaption></figcaption></figure>

After clicking on the **Open Record** icon, a new tab will be opened which will be redirected to the record folder.

<figure><img src="/files/0CtdCbnTgRtW5sgr7rXW" alt="Open Folder"><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: This feature is available only for SharePoint.**
{% endhint %}

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


# Thumbnail View and List View

Users can now view folders/files stored on Sharepoint in List View as well as Thumbnail view with Attach2Dynamics UI in Dynamics 365 CRM.

**Views:** Using this feature, users can change the views in the following ways:

* **List View:** Using this option, users can view files/folders in List View.

<figure><img src="/files/jGaG6shNmCiSH6UXtVwP" alt="Thumbnail View and List View"><figcaption></figcaption></figure>

To set List View as your default view, follow the steps given below:

* Navigate to **Attach2Dynamics App** --> **Connectors** and **Click** on the required **Connector Record**.

<figure><img src="/files/ZDEF9ADGtwaaaj68XL8z" alt="Thumbnail View and List View"><figcaption></figcaption></figure>

* Go to **Additional Settings** and **Select** the default view of your ‘**Attach2Dynamics UI**’ as ‘**List View’**.

<figure><img src="/files/DsihR1gcUc0gk8oPBsAt" alt="Thumbnail View and List View"><figcaption></figcaption></figure>

* Click on ‘**Save’**.

<figure><img src="/files/JD3lbGqzYgNdyTaxZ1k3" alt="Thumbnail View and List View"><figcaption></figcaption></figure>

* **Thumbnail View:** Using this option, users can view files/folders in Thumbnail View, making it easy and quick for users to skim through various documents and find their desired files without a hassel.

<figure><img src="/files/GqZ7cmMldMV0AO7uvaPL" alt="Thumbnail View and List View"><figcaption></figcaption></figure>

To set Thumbnail View as your default view follow the steps given below:

* Navigate to **Attach2Dynamics App** --> **Connectors** and Click on the required **Connector Record**.

<figure><img src="/files/OWp7fRblTEDkctIsvYju" alt="Thumbnail View and List View"><figcaption></figcaption></figure>

* Go to **Additional Settings** and Select **default view** of your ‘**Attach2Dynamics UI’** as ‘**Thumbnail View**’.

<figure><img src="/files/QpRR7kqBPczo7EQai5Az" alt="Thumbnail View and List View"><figcaption></figcaption></figure>

* Click on ‘**Save**’.

<figure><img src="/files/miFXi9jRvO8vNcwocKVB" alt="Thumbnail View and List View"><figcaption></figcaption></figure>




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