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 [email protected]