What's New!
Seamless DocuSign integration to electronically sign documents stored in SharePoint
Ability to share child records along with parent records
Support for single sign-on
Support for hierarchy structure to store attachments/documents in SharePoint
Support to send email to configured recipients through Email configuration in Entity Configuration
Real time sync of security permission
Replicate Association and Dissociation of security role to/from a user/team in Dynamics 365 CRM with SharePoint
Replicate sharing of record with another user/team in Dynamics 365 CRM with SharePoint
Assign record to another user/team in Dynamics 365 CRM and reflect it in SharePoint simultaneously
Add/Remove members to/from team in Dynamics 365 CRM and replicate it in SharePoint simultaneously
Sync deletion of security role in Dynamics 365 CRM with SharePoint
Supports all types of entities
Multiple files and folders can be dragged and dropped at one time to SharePoint
Single as well as multiple files or folders can be uploaded
Users can download documents from SharePoint
Email with file’s link or file as attachment can be sent
Files/Folders can be renamed
Bulk copy/move Note/Email/Sales Literature Attachments to SharePoint
Sharable links of files/folders can be created which can also be copied for external use
Deep search can be done for the entered keyword
Access control of user actions on Attach2Dynamics
Delete files from SharePoint
View files before downloading
Support for configuring multiple SharePoint connectors
