Setting up Team-Based Access for Dynamics 365 CRM Documents Stored on SharePoint, Dropbox or Azure Blob Storage

Attach2Dynamics by Inogic is a seamless document management solution for Dynamics 365 CRM that integrates with popular cloud storage platforms like SharePoint, Dropbox, and Azure Blob Storage. It allows users to easily perform actions such as upload, download, email, and link files directly from CRM records. One of its key features is security templates, which… Read More »

The post Setting up Team-Based Access for Dynamics 365 CRM Documents Stored on SharePoint, Dropbox or Azure Blob Storage first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.