{"id":21739,"date":"2020-01-08T05:44:34","date_gmt":"2020-01-08T05:44:34","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?page_id=21739"},"modified":"2020-01-13T12:29:15","modified_gmt":"2020-01-13T12:29:15","slug":"visibility-and-use-of-attach2dynamics","status":"publish","type":"page","link":"https:\/\/www.inogic.com\/blog\/sharepoint-security-sync-infocentre\/visibility-and-use-of-attach2dynamics\/","title":{"rendered":"Visibility and Use of Attach2Dynamics"},"content":{"rendered":"<p><em>A<\/em>ttach2Dynamics button is visible only if:<\/p>\n<ul>\n<li>Logged in User is either has SharePoint Security Sync User or Administrator role<\/li>\n<li>Entity Configuration record exists for that entity.<\/li>\n<\/ul>\n<p>Once Entity Configuration record is created user can start using Attach2Dynamics. Let\u2019s take an example of Account entity. Suppose Entity configuration record for Account entity with SharePoint connector is created.<img decoding=\"async\" class=\"aligncenter size-full wp-image-21740\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/1-1.jpg\" alt=\"\" width=\"734\" height=\"375\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/1-1.jpg 734w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/1-1-300x153.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/1-1-660x337.jpg 660w\" sizes=\"(max-width: 734px) 100vw, 734px\" \/><\/p>\n<p>Attach2Dynamics button will be seen in the Command bar.<img decoding=\"async\" class=\"aligncenter size-full wp-image-21741\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/2-14.png\" alt=\"\" width=\"1238\" height=\"433\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/2-14.png 1238w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/2-14-300x105.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/2-14-768x269.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/2-14-1024x358.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/2-14-660x231.png 660w\" sizes=\"(max-width: 1238px) 100vw, 1238px\" \/><\/p>\n<p>On Click of the button, Attach2Dynamics window opens.<img decoding=\"async\" class=\"aligncenter size-full wp-image-21742\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/3-14.png\" alt=\"\" width=\"849\" height=\"570\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/3-14.png 849w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/3-14-300x201.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/3-14-768x516.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/3-14-660x443.png 660w\" sizes=\"(max-width: 849px) 100vw, 849px\" \/><\/p>\n<p>Below are the features:<\/p>\n<p><strong>a) Drag and Drop Files and Folders:<\/strong> Users can drag and drop multiple files and folders at one time to SharePoint.<\/p>\n<p><em><strong>Note<\/strong>: Drag &amp; Drop of files and folders is not supported in IE.<\/em><\/p>\n<p><strong>b) Upload:<\/strong> Users can upload multiple files and single folder at a time using the solution. They get user-friendly UI to see the list of files uploaded on SharePoint against the current record. Upload Folder through button is not available on IE.<\/p>\n<p><strong>c) Download: <\/strong>Users can get access to all documents of required storage system and download them. Bulk download of files is possible. Download of folder is not supported for SharePoint.<\/p>\n<p><strong>d) Rename: <\/strong>Users have the option to rename the documents by selecting the required files and folders.<\/p>\n<p><strong>e) Copy Link: <\/strong>Users can simply copy and paste the generated link for the selected document using this option when required to be sent outside the Dynamics 365 CRM.<\/p>\n<p>If only <strong>View<\/strong> is selected then the document is available in read only mode whereas, if <strong>Edit<\/strong> mode is selected then the document is available for editing.<\/p>\n<p><strong>f) Create Folder: <\/strong>Users can create folders in SharePoint as per requirement.<\/p>\n<p><strong>g) Deep search Tab: <\/strong>Users can deep search for files\/folders related to the entered keyword in the search tab and obtain all the documents with the search name in the enlisted file area. Deep search allows you to search for files or folders based on your current path. If you are currently in a \u201c\/A.Datum\/Sample\u201d path and if there are more folders\/files inside that path, if you search for any keyword it\u2019ll scan till the last file and folder and return the result.<\/p>\n<p><strong>h) Move\/Copy Dynamics 365 CRM Attachments: <\/strong>Users can move\/copy Dynamics 365 CRM Notes Attachments\/Email Attachments and Sales Literature Attachments to SharePoint.<\/p>\n<ol>\n<li><strong>\u00a0 Notes: <\/strong>If enabled, it\u2019ll move\/copy the Note Attachments to the respective entity folder and leave a path in the\u00a0 Note Body.<img decoding=\"async\" class=\"aligncenter size-full wp-image-21743\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/4-11.png\" alt=\"\" width=\"1032\" height=\"361\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/4-11.png 1032w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/4-11-300x105.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/4-11-768x269.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/4-11-1024x358.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/4-11-660x231.png 660w\" sizes=\"(max-width: 1032px) 100vw, 1032px\" \/><\/li>\n<li><strong>Email Attachments:<\/strong> If enabled, it\u2019ll move\/copy the Email Attachments to a common folder called Email Attachments or Regarding folder and leave a path in the Note Body.<\/li>\n<\/ol>\n<p style=\"padding-left: 40px;\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-21744\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/5-5.png\" alt=\"\" width=\"997\" height=\"626\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/5-5.png 997w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/5-5-300x188.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/5-5-768x482.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/5-5-660x414.png 660w\" sizes=\"(max-width: 997px) 100vw, 997px\" \/><\/p>\n<p>\u00a0 \u00a0 \u00a0 \u00a03. <strong>Sales Literature Attachments:\u00a0<\/strong>If enabled, it\u2019ll move\/copy the Sales Literature Attachments to the\u00a0 respective Sales Literature folder.<\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21745\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/6.jpg\" alt=\"\" width=\"945\" height=\"491\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/6.jpg 945w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/6-300x156.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/6-768x399.jpg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/6-660x343.jpg 660w\" sizes=\"(max-width: 945px) 100vw, 945px\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21746\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/7.jpg\" alt=\"\" width=\"941\" height=\"506\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/7.jpg 941w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/7-300x161.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/7-768x413.jpg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/7-660x355.jpg 660w\" sizes=\"(max-width: 941px) 100vw, 941px\" \/><\/p>\n<p><strong>i) Document Location: <\/strong>For a record, we can have multiple Document Locations within SharePoint Site. With the help of Attach2Dynamics, you can select which folder (Document Location) you want to upload the file in an easy to use UI.<\/p>\n<p><strong>j) Email:<\/strong> Users also have an option to send an email. There are two options for this \u2013 send as Link or Attachment.<\/p>\n<p><strong> <img decoding=\"async\" class=\"aligncenter size-full wp-image-21754\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/1-15.png\" alt=\"\" width=\"849\" height=\"567\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/1-15.png 849w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/1-15-300x200.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/1-15-768x513.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/1-15-660x441.png 660w\" sizes=\"(max-width: 849px) 100vw, 849px\" \/><\/strong><\/p>\n<ol>\n<li>\u00a0<strong>Links: <\/strong>On selecting this option you can insert the file\u2019s\/folder\u2019s link in the email body. The below window opens on choosing the option \u2018Link\u2019 with link of file in email body.<img decoding=\"async\" class=\"aligncenter size-full wp-image-21747\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/9-3.png\" alt=\"\" width=\"729\" height=\"356\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/9-3.png 729w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/9-3-300x147.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/9-3-660x322.png 660w\" sizes=\"(max-width: 729px) 100vw, 729px\" \/><\/li>\n<li><strong>Attach Documents: <\/strong>On selecting this option you can attach the file itself in the email body. The below window opens with file as attachment by choosing \u2018Attach.\u2019<img decoding=\"async\" class=\"aligncenter size-full wp-image-21748\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/10-3.png\" alt=\"\" width=\"1139\" height=\"290\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/10-3.png 1139w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/10-3-300x76.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/10-3-768x196.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/10-3-1024x261.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/10-3-660x168.png 660w\" sizes=\"(max-width: 1139px) 100vw, 1139px\" \/><\/li>\n<\/ol>\n<p><strong><em>Note: Email can be sent only with files and not folders. Also, multiple files can be sent in single mail<\/em><\/strong><\/p>\n<p><strong>k) Support for uploading files from Home Page:<\/strong> Upload files from home page directly for the selected records.<img decoding=\"async\" class=\"aligncenter size-full wp-image-21749\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/11-3.png\" alt=\"\" width=\"1331\" height=\"512\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/11-3.png 1331w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/11-3-300x115.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/11-3-768x295.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/11-3-1024x394.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/11-3-660x254.png 660w\" sizes=\"(max-width: 1331px) 100vw, 1331px\" \/><\/p>\n<p><img decoding=\"async\" class=\"aligncenter size-full wp-image-21750\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/12-3.png\" alt=\"\" width=\"1122\" height=\"626\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/12-3.png 1122w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/12-3-300x167.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/12-3-768x428.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/12-3-1024x571.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/12-3-660x368.png 660w\" sizes=\"(max-width: 1122px) 100vw, 1122px\" \/><\/p>\n<p><strong>l) Delete: <\/strong>Users can delete files from SharePoint.<img decoding=\"async\" class=\"aligncenter size-full wp-image-21751\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/13-1.png\" alt=\"\" width=\"844\" height=\"566\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/13-1.png 844w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/13-1-300x201.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/13-1-768x515.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/13-1-660x443.png 660w\" sizes=\"(max-width: 844px) 100vw, 844px\" \/><\/p>\n<p><strong>m) View Files:<\/strong> User can preview necessary files with a single click before downloading it.<img decoding=\"async\" class=\"aligncenter size-full wp-image-21752\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/14-1.png\" alt=\"\" width=\"1115\" height=\"692\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/14-1.png 1115w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/14-1-300x186.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/14-1-768x477.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/14-1-1024x636.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/01\/14-1-660x410.png 660w\" sizes=\"(max-width: 1115px) 100vw, 1115px\" \/><\/p>\n<p>To know more visit our\u00a0<a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dynamics-365-crm-sharepoint-security-metadata-sync\">Website<\/a>\u00a0and for any queries, mail us at\u00a0<a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>.<\/p>\n<p>Go back to <a href=\"https:\/\/www.inogic.com\/blog\/sharepoint-security-sync-infocentre\/\">SharePoint Security Sync InfoCentre homepage.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Attach2Dynamics button is visible only if: Logged in User is either has SharePoint Security Sync User or Administrator role Entity Configuration record exists for that entity. Once Entity Configuration record is created user can start using Attach2Dynamics. Let\u2019s take an example of Account entity. Suppose Entity configuration record for Account entity with SharePoint connector is\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/sharepoint-security-sync-infocentre\/visibility-and-use-of-attach2dynamics\/\">Read More: Visibility and Use of Attach2Dynamics &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"parent":21841,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/full-width.php","meta":{"footnotes":""},"class_list":["post-21739","page","type-page","status-publish","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Attach2Dynamics button is visible only if: Logged in User is either has SharePoint Security Sync User or Administrator role Entity Configuration record exists for that entity. Once Entity Configuration record is created user can start using Attach2Dynamics. 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Suppose Entity configuration record for Account entity with SharePoint connector is\" \/>\n\t<meta name=\"robots\" content=\"max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.inogic.com\/blog\/sharepoint-security-sync-infocentre\/visibility-and-use-of-attach2dynamics\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO (AIOSEO) 5.0.0.1\" \/>\n\t\t<meta property=\"og:locale\" content=\"en_US\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Visibility and Use of Attach2Dynamics - Microsoft Dynamics 365 CRM Tips and Tricks\" \/>\n\t\t<meta property=\"og:description\" content=\"Attach2Dynamics button is visible only if: Logged in User is either has SharePoint Security Sync User or Administrator role Entity Configuration record exists for that entity. 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