Copy/Move Sales Literature attachments to SharePoint, Dropbox or Azure Blob Storage from within Dynamics 365 CRM

In order to define the Sales Literature Attachment movement, we need to create an Entity Configuration for Sales Literature. Here, we define the action that needs to be performed on the Sales Literature Attachment i.e., Move/Copy, and once defined thereafter any Sales Literature Attachment if created would either be Moved/Copied over to the configured Cloud Storage.

Move/Copy Sales Literature Attachments: You can move/copy Sales Literature Attachments to Dropbox, SharePoint or Azure Blob Storage. If enabled, it’ll move/copy the Sales Literature Attachments to the respective Sales Literature folder and leave a path back Cloud Storage Links section.

Using Attach2Dynamics you can easily Copy/Move Sales Literature attachments to cloud storage of your choice.

To know more download the solution from our Website or Microsoft AppStore.

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