What's New!
Version 9.0.0.37
Features
Users can now view folders/files stored on SharePoint in List View as well as Thumbnail view with Attach2Dynamics UI in Dynamics 365 CRM.
Users can attach files/documents for various records directly from email activity form without switching between different entities.
Version 9.0.0.22
Features
Added user tab under folder security in bulk synchronization tool to run the folder security for the records owned by the selected users for the selected period.
Version 9.0.0.21
Features
Support to assign SharePoint Security Sync user security role to all users present in CRM with just a single click
Version 9.0.0.20
Features
Support to auto create folder in SharePoint through workflow
Version 9.0.0.19
Features
Resolved constant request for Web Resource
Version 9.0.0.18
Features
Action appended with guid so clone solution done
Version 9.0.0.17
Features
Code optimization and logic updation
Version 9.0.0.16
Features
Removed all Alert.js references
Version 9.0.0.15
Features
Resolved issue related to assigning roles and adding user to team when team is assigned from user record
Version 9.0.0.14
Features
Removed Email and Sales Literature Entities and related workflow
Version 9.0.0.13
Features
Added Appointment feature
Version 9.0.0.12
Features
Added custom document library and folder structure feature
Version 9.0.0.11
Features
Hide SharePoint App from SharePoint Security Sync user
Version 9.0.0.10
Features
Made folder structure field optional if there are more than lookup
Version 9.0.0.9
Features
Support to use NavigateTo()
Version 9.0.0.8
Features
Support for Access Team Support
Version 9.0.0.7
Features
Support for sharing of records
Version 9.0.0.6
Features
Resolved updating issue related to custom assembly
Version 9.0.0.5
Features
Resolved Sync issues related to modification of security roles
Version 9.0.0.4
Features
Support to create customized folder structure in SharePoint and resolved issue related to sync privileges
Version 9.0.0.3
Features
Seamless DocuSign integration to electronically sign documents stored in SharePoint
Version 9.0.0.2
Features
Ability to share child records along with parent records
Version 9.0.0.1
Features
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
Version 9.0.0.0
Features
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
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