{"id":27441,"date":"2021-03-21T17:05:55","date_gmt":"2021-03-21T17:05:55","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=27441"},"modified":"2021-09-02T08:12:00","modified_gmt":"2021-09-02T08:12:00","slug":"explore-the-new-open-folder-button-within-dynamics-365-crm-to-open-sharepoint-site-document-management-gets-more-flexible","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2021\/03\/explore-the-new-open-folder-button-within-dynamics-365-crm-to-open-sharepoint-site-document-management-gets-more-flexible\/","title":{"rendered":"Explore the new “Open Folder” button within Dynamics 365 CRM to open SharePoint site – Document Management gets more flexible!"},"content":{"rendered":"

\"\"<\/p>\n

Attach2Dynamics<\/a> \u2013 a Preferred App on Microsoft AppSource<\/a> \u2013 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 \u2013 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.<\/p>\n

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. \u00a0And keeping your comfort in mind, we are excited to introduce you to yet another feature of Attach2Dynamics.<\/p>\n

So, let\u2019s find out what this new feature is all about.<\/p>\n

Open Folder<\/strong><\/p>\n

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.<\/p>\n

\"\"<\/p>\n

Just one click on the Open Folder<\/strong> 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.<\/p>\n

\"\"<\/p>\n

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.<\/p>\n

Don\u2019t you think so?<\/p>\n

If yes, then don\u2019t wait! Just download this smart productivity app from our website<\/a> or Microsoft AppSource<\/a> for a free trial period of 15 days and check out this amazing new feature.<\/p>\n

You can also have a look at our Alerts & Notifications app \u2013 Alerts4Dynamics<\/a> \u2013 a preferred app on Microsoft AppSource<\/a>. Record-based, Rule-based or Event-based Alerts \u2013 you can easily create and send any types of Alerts in a format of your choice \u2013 Pop-ups, Email or Form Notifications.<\/p>\n

For any feedback or personal demo, feel free to mail us at crm@inogic.com<\/a><\/p>\n

Ciao!<\/p>\n

\"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Attach2Dynamics \u2013 a Preferred App on Microsoft AppSource \u2013 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 \u2013 Attach2Dynamics makes it possible for you to store and manage Dynamics 365 CRM attachments in any or all of these cloud\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[4],"tags":[2222,2221,533,545],"class_list":["post-27441","post","type-post","status-publish","format-standard","hentry","category-attach2dynamics","tag-attachment-management","tag-document-management","tag-dynamics-365","tag-dynamics-365-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/27441","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=27441"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/27441\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=27441"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=27441"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=27441"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}