Dynamics 365 CRM Apps
Dynamics 365 CRM Apps
Dynamics 365 CRM Apps
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Attach2Dynamics
Auto Tax Calculator
Click2Clone
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InoLink
Kanban Board
Lead Assignment and Distribution Automation
Map My Relationships
Marketing4Dynamics
SharePoint Security Sync
What's New!
Installation
Getting Started
Prerequisites
Configuration
Features
Sync Privileges
Modify Security Role
Share & Assign Records
Drag & Drop
DocuSign
Upload
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Rename
Copy Link
Create Folder
Deep Search
Move/Copy Attachments
Document Location
Email
Upload files from Home Page
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Security Templates
Bulk Migration Job
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 updated 3 months ago
Contents
Notes:
Email Attachments:
Sales Literature Attachments: