Thumbnail View and List View

Users can now view folders/files stored on Sharepoint in List View as well as Thumbnail view with Attach2Dynamics UI in Dynamics 365 CRM.

Views: Using this feature, users can change the views in the following ways:

i. List View: Using this option, users can view files/folders in List View.

• To set List View as your default view, follow the steps given below:

• Navigate to SharePoint Security Sync App --> Connectors and Click on required Connector Record.

• Go to Additional Settings and Select default view of your ‘Attach2Dynamics UI’ as ‘List View'.

• Click on ‘Save’.

ii. Thumbnail View: Using this option, users can view files/folders in Thumbnail View, making it easy and quick for users to skim through various documents and find their desired files without a hassle.

• To set Thumbnail View as your default view follow the steps given below:

• Navigate to SharePoint Security Sync App --> Connectors and Click on required Connector Record.

• Go to Additional Settings and Select default view of your ‘Attach2Dynamics UI’ as ‘Thumbnail View’.

• Click on ‘Save’.