Move/Copy Attachments
Users can move/copy Dynamics 365 CRM Notes Attachments/Email Attachments and Sales Literature Attachments to SharePoint.
If enabled, it’ll move/copy the Note Attachments to the respective entity folder and leave a a hyperlink of the path in Note Body.
Copy Notes
Move Notes
If enabled, it’ll move/copy the Email Attachments to a common folder called Email Attachments or Regarding folder and leave a hyperlink of the path in Note Body.
Copy Email Attachment
Move Email Attachment
If enabled, it’ll move/copy the Sales Literature Attachments to the respective Sales Literature folder and leave a hyperlink of the path back in Cloud Storage Links section.
Last modified 5mo ago