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What's New!

Version 9.0.0.4 
Features
Support to create customized folder structure in SharePoint
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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 

SharePoint Security Sync

Installation

Last modified 1mo ago

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