Entity Configuration for SharePoint, Azure and Dropbox connectors in Dynamics 365 CRM
Learn how to configure entity for SharePoint, Azure Blob Storage and Dropbox connector in your Dynamics 365 CRM / Dataverse (PowerApps) using Attach2Dynamics.
Entity configuration enables users to manage and store documents/attachments related to Entity records in all three cloud storage with the help of Attach2Dynamics. Attach2Dynamics is a productivity app for Dynamics 365 CRM / Dataverse (Power Apps) which provides native integration between CRM and cloud storage like SharePoint, Dropbox and Azure Blob Storage.
Timestamps:
00:00 Step by step guide for Entity configuration of SharePoint connector using Attach2Dynamics in your CRM Environment
01:23 Step by step guide for Email configuration
02:01 Entity configuration for Dropbox and Azure Blob Storage connector using Attach2Dynamics in your CRM Environment
Features of Attach2Dynamics app:
1. Native integration between CRM and Multiple Cloud Storage (SharePoint, Dropbox, Azure Blob Storage)
2. Users can Drag and Drop multiple files and folders to Cloud Storage
3. Move or copy Dynamics 365 CRM Notes, Email or Sales Literature Attachments
4. Control user actions like Upload, Download, Email, Copy Link, Delete, etc. using Security Templates.
5. Bulk Migration Job Entity enables users to configure the bulk movement of the attachments
To know more about Attach2Dynamics, go to our website or to our online help manual!
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