# Move/Copy 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 SharePoint Security Sync Administrator/SharePoint Security Sync User, Security role 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:** 

![Copy Notes](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FZdaelIlONPDi5SWUfxOn%2FNote%20copy%201.png?alt=media\&token=9df3107c-6ef0-4978-a266-5330f3546bee)

![Move Notes](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FLxMkli3ZUAd0XqGrGp0Z%2FNote%20copy%202.png?alt=media\&token=85b15807-10fa-46ca-beb0-9103d7f5f002)

### Move:

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FS8BTGdgGdbMefqu1iUhB%2FNote%20move%20%201.png?alt=media&#x26;token=c548c924-dc13-4567-b0e5-ad01c358d763" alt=""><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FNOTU3depPIW1XDqrPQFd%2FNote%20move%202.png?alt=media&#x26;token=14d5d166-a2fb-48b9-a1be-571fb199aea2" alt=""><figcaption></figcaption></figure>

### 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:**&#x20;

![Copy Email Attachment](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FZYAn7V8vfHz9QjFKrMdF%2FEmail%20Attachments%20copy%201.jpeg?alt=media\&token=00dc25cb-42ba-4cfa-be41-2cb2cc82cd96)

![Move Email Attachment](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FD0Z8USmWLvmnSqQmI6nP%2FEmail%20Attachments%20copy%202.png?alt=media\&token=c6aea9e2-b22c-4462-82a8-d40c51273b37)

**Move:**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FuuowBA5EOvM9tWzlIdBS%2FEmail%20Attachments%20move%201.png?alt=media&#x26;token=1a29cf58-cccd-4e13-96fd-6189cae9aff3" alt=""><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FegYP4zGwq50Fj1S78ci9%2FEmail%20Attachments%20move%202.png?alt=media&#x26;token=0ebaf2ee-00ad-405e-b44b-655c1dfe19c6" alt=""><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 Cloud Storage Links section.

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MW3heT94jqLUm5jOoF4%2F-MW3j2hGZuXb_5DDRZid%2FSales%20Literature%20Attachments%201.png?alt=media\&token=5047e028-f245-4ae7-ac47-7e8b54384287)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-MW3heT94jqLUm5jOoF4%2F-MW3j9PGrHiHPMB5yGax%2FSales%20Literature%20Attachments%202.png?alt=media\&token=d39a21fd-a93b-405e-b971-cd7d663a8a07)

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