Explore the new “Open Folder” button within Dynamics 365 CRM to open SharePoint site – Document Management gets more flexible!

By | March 21, 2021

Attach2Dynamics – a Preferred App on Microsoft AppSource – is a one stop solution for managing documents/attachments in multiple cloud storages from within Dynamics 365 CRM/Power Apps. SharePoint, Dropbox or Azure Blob Storage – Attach2Dynamics makes it possible for you to store and manage Dynamics 365 CRM attachments in any or all of these cloud storages at the same time.

You can Drag & Drop, Upload/Download, Email, Generate Anonymous Links, Create, Rename, Delete, Preview files/folders and perform more such actions in cloud storages by using Attach2Dynamics UI. This has without doubt made managing space in Dynamics 365 CRM/Power Apps easier for many of you.  And keeping your comfort in mind, we are excited to introduce you to yet another feature of Attach2Dynamics.

So, let’s find out what this new feature is all about.

Open Folder

With this latest feature of Attach2Dynamics, you will be able to open the record folder present on SharePoint site directly from Attach2Dynamics document management UI. Before this feature, you had to perform a series of steps to find the folder on SharePoint site. But now, all you have to do is just one click.

Just one click on the Open Folder icon and a new tab will be opened which will be redirected to the record folder. A quick and easy access to the record folder present on SharePoint site.

To put it in simple words – you can now take a direct flight from destination A to destination B instead of taking many connecting flights in between. A best way to save time and effort.

Don’t you think so?

If yes, then don’t wait! Just download this smart productivity app from our website or Microsoft AppSource for a free trial period of 15 days and check out this amazing new feature.

You can also have a look at our Alerts & Notifications app – Alerts4Dynamicsa preferred app on Microsoft AppSource. Record-based, Rule-based or Event-based Alerts – you can easily create and send any types of Alerts in a format of your choice – Pop-ups, Email or Form Notifications.

For any feedback or personal demo, feel free to mail us at crm@inogic.com

Ciao!

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