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

Attach2Dynamics by Inogic is a document management solution for Dynamics 365 CRM that integrates with cloud storage platforms like SharePoint, Dropbox, and Azure Blob Storage. It now allows teams to benefit from streamlined access controls through its security templates feature. Previously, permissions were managed at the individual user level, but now entire teams can be assigned security templates in one click for actions like uploading, downloading, and renaming files. This simplifies access management, boosts team efficiency, and ensures secure, role-based permissions for seamless collaboration. The team security template feature allows for uniform access to documents based on specific roles within the team. This enhancement reduces admin overhead, improves productivity, enhances security, and provides a scalable solution for growing organizations.

Article 4m Microsoft Dynamics 365 CRM Tips and Tricks

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