If no template is created for a user, then all the features would be enabled except the Delete feature.Now you have successfully configured your user specific Security Template. To provide access to Attach2Dynamics features just enable the checkbox given against each and every feature and click on Save. Next tab is Permissions which comprises of all the Attach2Dynamics features. After the changes are saved you need to select users to whom this security template should apply. Populate the given fields and save the changes. In this section you will define the name of record and the connector to a particular cloud storage. Navigate to Apps–> Attach2Dynamics–> Security Templates. Now let’s see how to configure Security Templates. Note : If two records are created for the same user then the user will get highest access permission from either of the records. in all three cloud storages – SharePoint, Dropbox and Azure Blob Storage. Security Templates Entity enables to control access given to the users over various features of Attach2Dynamics such as Upload, Download, Email, Copy Link, Rename etc.

Microsoft access crm template