Move/Copy Attachments

Users can move/copy Dynamics 365 CRM Notes Attachments/Email Attachments and Sales Literature Attachments to SharePoint.

Note: It is necessary to assign SharePoint Security Sync Administrator/SharePoint Security Sync User, Security role to use real-time migration.

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:

Copy Notes

Move Notes

Move:

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:

Copy Email Attachment

Move Email Attachment

Move:

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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