Drag and Drop Email and its Attachments from Outlook to cloud storage with Dynamics 365

Staying organized with your documents and attachments from the outlook in CRM is crucial for efficient document management. This Step-by-step guide will walk you through migrating your email attachments and content from Outlook to Cloud storage. With Dynamics 365 for Outlook, you can now use Dynamics 365 apps, like Attach2Dynamics, right within Outlook. This feature enables easy migration of notes, attachments, and files from Outlook to cloud storage through the Attach2Dynamics UI, making data migration and management simple and efficient.

Watch the video to see how you can enhance your document management with Dynamic 365 using the Alerts2Dynamics app within Outlook.

Some other key features of Attach2Dynamics:

• Security Templates: Control user access to Attach2Dynamics features like Upload, Download, Email, Copy Link, and Rename across SharePoint, Dropbox, and Azure Blob Storage.
• Bulk Migration Job Entity: Allows users to set up bulk transfers of attachments from CRM to cloud storage while displaying the status and details of migrating email body content, activity notes, and sales literature attachments.
• Document Location: Multiple Document Locations can exist within a SharePoint site for each record. Attach2Dynamics lets you easily choose the specific folder (Document Location) where you want to upload files using a user-friendly interface.
• Access Control in Attach2Dynamics UI: Manage user access to features like Upload, Download, Email, View Files, Delete, Create Folder, Copy Link, and Rename within the Attach2Dynamics interface.
• Support for Home Page Uploads: Directly upload files from the home page for selected records.

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