What's New!
- 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.
- 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.
- Support to assign SharePoint Security Sync user security role to all users present in CRM with just a single click
- Support to auto create folder in SharePoint through workflow
- Resolved constant request for Web Resource
- Action appended with guid so clone solution done
- Code optimization and logic updation
- Removed all Alert.js references
- Resolved issue related to assigning roles and adding user to team when team is assigned from user record
- Removed Email and Sales Literature Entities and related workflow
- Added Appointment feature
- Added custom document library and folder structure feature
- Hide SharePoint App from SharePoint Security Sync user
- Made folder structure field optional if there are more than lookup
- Support to use NavigateTo()
- Support for Access Team Support
- Support for sharing of records
- Resolved updating issue related to custom assembly
- Resolved Sync issues related to modification of security roles
- Support to create customized folder structure in SharePoint and resolved issue related to sync privileges
- 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
Last modified 2mo ago