Learn how to stay organized with your email attachments and content from Outlook in CRM using Dynamics 365. This step-by-step guide shows you how to migrate your attachments and files to cloud storage with the help of the Attach2Dynamics app. With Dynamics 365 for Outlook, you can easily use Dynamics 365 apps within Outlook, making data migration and management simple and efficient. The video demonstrates how to enhance your document management with Dynamics 365 using the Alerts2Dynamics app within Outlook. Some key features of Attach2Dynamics include security templates, bulk migration job entity, document location selection, access control in the Attach2Dynamics UI, and support for home page uploads. Visit the website or contact crm@inogic.com for more information or a personalized demo.
Login now to access my digest by 365.Training