Open Folder

User can open the record folder present on SharePoint site directly from Attach2Dynamics document management UI by clicking on the icon highlighted below:

After the clicking on the Open Record icon a new tab will be opened which will be redirected to the record folder.

Note: This feature is available only for SharePoint.

Note: The Attach2Dynamics UI has been extended to work with Activity Entities. To enable this functionality, set the "Allow" setting in Entity Configuration.

For further queries, reach out to us at crm@inogic.com

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