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Sharepoint integration - note attachments placement

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Posted on by Andrew T.

We have just setup Dynamics 365 and Sharepoint-2019 (OnPremise) integration (using description: docs.microsoft.com/.../on-prem-server-based-sharepoint-on-prem).
But we were surprised by the fact that notes attachments are not covered by this integration.
Is there any way to set placement of notes attachments in Sharepoint?

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erhan.keskin 2,253 on at

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Hi,

You can upload attachments from annotation by creating a plugin and pushing the file to SharePoint via SharePoint web services.

Or you can use Microsoft Flow (Power Automate) for this purpose

www.futurezconsulting.com/.../

Regards,

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Gustavo Longo Microsoft Employee on at

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Hello Andrew,

In fact, Dynamics 365/Sharepoint integration does not manipulate notes attachments in native way.

I would say to evaluate the Attachment Management app.

This app manipulate attachments through Azure blob storage.

Regards,

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Inogic 766 on at

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Hello Andrew,
If you've set up the integration between Dynamics 365 and SharePoint 2019 On-Premise and noticed that Note Attachments aren't covered by the native integration, you're not alone! Unfortunately, the default setup doesn't include these attachments. But don't worry—there are efficient solutions to resolve this.
Solution 1: Attach2Dynamics by Inogic
Attach2Dynamics is a robust productivity app that provides seamless integration between Dynamics 365 CRM and SharePoint (as well as other cloud storage solutions like Dropbox and Azure Blob Storage).
Key Features:
Move/Copy Attachments: With Attach2Dynamics, you can move or copy Notes Attachments directly to SharePoint.
Hyperlinks in Notes: When you move the attachments, a hyperlink will be placed in the Note Body that points directly to the corresponding SharePoint folder, making it easy to access the file with a single click.
Bulk Migration: If you need to migrate a large number of attachments, Bulk Migration Jobs allow you to configure and move attachments in bulk.
Solution 2: SharePoint Security Sync
SharePoint Security Sync is another powerful app by Inogic, designed to enhance the integration between Dynamics 365 CRM and SharePoint. It ensures that the security privileges for your SharePoint documents are synchronized with your CRM roles.
Key Features:
Move/Copy Attachments: Just like Attach2Dynamics, SharePoint Security Sync allows you to move or copy Note Attachments and other CRM attachments to SharePoint.
Bulk Migration: You can perform Bulk Migration Jobs to move Notes Attachments to SharePoint.
Bonus: You can move/copy other attachments (like Emails and Sales Literature) to SharePoint, improving overall document management.
By using Attach2Dynamics or SharePoint Security Sync, you can ensure your Notes Attachments are properly stored and organized in SharePoint while maintaining robust security and ease of access.
You can install the apps from Inogic website or Microsoft AppSource for a 15-day trial to evaluate its features.
For more information, please contact at crm@inogic.com.

Thanks!
Sam
Email: crm@inogic.com
Website: www.inogic.com
Blog: www.inogic.com/blog

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