Compare File Storage Options in Dynamics 365

July 17, 2023

Learn how to effectively attach files and manage documents in the customer engagement app with these three options. In this video, we explore the process of creating notes and attaching files, using SharePoint functionality to upload and create documents, and leveraging the built-in PDF feature for generating and saving documents. Additionally, we discuss alternatives like utilizing Power Automate flows to automate file movements and note creation. Whether you're working in the field, handling sales projects, or addressing customer service incidents, these file attachment methods will streamline your workflow and enhance collaboration. Watch now to master file management in the customer engagement app! Contact us for a personalized demo: https://bit.ly/32ChDNg. CALL: (805) 581-5020 VISIT: https://www.westerncomputer.com/ EMAIL: info@westerncomputer.com FOLLOW US: https://www.facebook.com/Western-Computer-236693736372775/ https://twitter.com/WesternComputer https://www.linkedin.com/company/western-computer

Are you empowering your sales team to drive personal engagement? Learn more about Dynamics 365 Customer Engagement.

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Compare File Storage Options in Dynamics 365

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