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