Agility and Flexibility are the two factors that this document management app has in oodles.
Now with its latest feature, Attach2Dynamics can rightly be called as a one stop solution for managing documents/attachments from within Dynamics 365 CRM/Dataverse (Power Apps).
So, let us have a quick look and see what this new feature is all about.
Now you will be able to open the record folder present on SharePoint site directly from Attach2Dynamics document management UI with this latest feature of Attach2Dynamics. Until recently, you had to perform a series of steps to find the folder on SharePoint site but with this new feature all you have to do is just one click.
Just one click on the Open Folder icon and a new tab will be opened which will be redirected to the record folder. A direct, quick and easy way from Dynamics 365 CRM to the record folder present on SharePoint site.
In other words - Why to take a long route if there is a smarter way available.....thanks to all your kind feedback we will continue adding more of these time saving features regularly.
SharePoint + Dynamics 365 CRM are better together, but what about Document Security and Management? Download free trial of our
For any feedback or personal demo, feel free to mail us at [email protected]
Until then Stay Safe, Stay Healthy and more Productive!