Attach2Dynamics is an ISV solution for Dynamics 365 CRM to drag and drop multiple files and folders to cloud storage of choice. It can perform actions like upload/download on files and folders to/from SharePoint, Dropbox and Azure Blob Storage. Apart from these, there are several other supported features like Move Notes/Email/Sales Literature Attachments, Rename, Email, Deep Search and more that make Dynamics 365 CRM even more powerful.
To incorporate these features in your Dynamics 365 CRM, all you need to do is import the solution, activate the license and configure. In this blog, we are going to cover how to import and install the solution in your Dynamics 365 CRM environment.
To Install Attach2Dynamics, we first need to follow the below mentioned steps:
Import The Solution
After you download the Managed solution from the Website, you need to import it within the environment.
1) For importing navigate to Settings -> Solutions
2) Click on Import.
3) Select the Managed solution downloaded from the website.
4) Import the solution. Check the ‘Enable any SDK message processing steps included in the solution. It will take a few minutes to import the solution.
5) Now the solution is imported and installed.
Once you are done installing the solution in your environment the next step would be to activate the license and configure.
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