Learn how to save CRM storage space and simplify document transfer to/from SharePoint with Attach2Dynamics and SharePoint Security Sync. These apps help manage CRM document security and storage effectively. Features include moving CRM attachments to Dropbox, SharePoint, and Azure Blob Storage, attaching files or linking files from cloud storage to emails within CRM, automating user permissions with Security Templates, bulk moving existing CRM attachments to cloud storage, auto-syncing security privileges from CRM to SharePoint, creating custom folder structures, customizing document organization in SharePoint, and migrating email content from CRM to SharePoint. Visit the provided links for more information about the apps. Follow Inogic on social media and subscribe to their YouTube channel for updates on Dynamics 365 CRM solutions.
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