How to upload, download, rename, and email files to SharePoint from CRM

Описание: Learn how to upload, download, rename, and email files and folders directly from Dynamics 365 CRM, with everything automatically synced to SharePoint using Attach2Dynamics UI powered by SharePoint Security Sync. Ideal for teams seeking to synchronize the Dynamics 365 security model with SharePoint permissions for secure document management.

In this demo, you’ll also discover how to create and delete folders within Dynamics 365 CRM and view your files in an easy-to-navigate thumbnail view, making file management in CRM seamless and efficient.

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