Dynamics 365 CRM Apps
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Dynamics 365 CRM Apps
Inogic Productivity Apps
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Auto Tax Calculator
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Kanban Board
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SharePoint Security Sync
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Installation
Getting Started
Prerequisites
Configuration
Features
Sync Privileges
Custom Folder Structure
Modify Security Role
Share & Assign Records
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Deep Search
Move/Copy Attachments
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Email
Upload files from Home Page
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Security Templates
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SharePoint Security Sync Tool
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Subscription and Recurring Billing Management
User Adoption Monitor
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Move/Copy Attachments
Users can move/copy Dynamics 365 CRM Notes Attachments/Email Attachments and Sales Literature Attachments to SharePoint.

Notes:

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

Email Attachments:

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

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 Cloud Storage Links section.
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Last modified 8mo ago
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Contents
Notes:
Email Attachments:
Sales Literature Attachments: