What's New!

Version 9.0.0.46

Features

  • Entity Metadata Feature, Email Content Preview and Attachments Preview, Preserve Modified Date on Notes.

Version 9.0.0.45

Features

  • OAuth Issue Solved.

Version 9.0.0.44

Features

  • Annotation-level security syncing, Sub-folder structure, Enable/Disable syncing feature, Delete folder support, Versioning of files, Update on owning a business unit.

Version 9.0.0.43

Features

  • Handled looping scenarios for Token Generation.

Version 9.0.0.42

Features

  • Support for 1.5 GB file upload/download on Attach2Dynamics UI.

Version 9.0.0.41

Features

  • Allow activity folder creation for activity entities.

Version 9.0.0.40

Features

  • Email body content migration.

Version 9.0.0.39

Features

  • 250 MB file from UI, Drag & drop files in UI, Custom email description link features added.

Version 9.0.0.38

Features

  • Improved the performance of the Attach2Dynamics UI.

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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