hogged by attachments to email and notes. To overcome such a tricky scenario, MTC has come up with Attachment to SharePoint solution for Microsoft Dynamics 365/CRM.
MTC’s Attachment to SharePoint solution frees up a considerable amount of your CRM database by simply moving the attachments to emails and notes to a SharePoint location that is registered on your name or company. So, the attachments under emails and notes will be replaced by a SharePoint location path link where you can find the related attachments. The Document Management inside your CRM will help you to set up a proper folder structure for gathering the attachments under relevant entities.
· Simple to configure and easy to operate.
· Free up the CRM database without having to lose any data.
· Less burdened CRM will perform faster than before.
· All attachments to emails and notes will be moved to SharePoint location in respective entity folders created by using Document Management.
· Anyone wanting to access the attachments can click on the SharePoint path location link so that they will redirected to that attachments.
· You can simply drag and drop files to the designated area for the files to be moved to SharePoint location.