Attach2Dynamics

Write a Review

Integrate Dynamics 365 CRM with Azure, Dropbox and SharePoint

Yearly,Monthly,Transaction

15 Days

Platform:

Free Demo Get a Quote

Attach2Dynamics is a Microsoft Dynamics 365 CRM/Dataverse storage app that seamlessly integrates with external cloud stores like SharePoint, Dropbox, and Azure Blob Storage. It moves all your Dynamics 365 CRM attachments, notes, documents, and other files to your preferred cloud storage in real-time.

Pricing of Attach2Dynamics

Click here to get detailed pricing as per your requirements.

Key Features of Attach2Dynamics

Document Management
CRM integration
Partner Cloud (VAR or Service Provider)
Application Security
Document Storage

Specification

Other Categories:

CRM Software, Document Management Software

Deployment:

Cloud Hosted

Customer Support:

Email,Online (Ticket)

Customization:

Yes

Languages Support:

English

Who uses Attach2Dynamics

Personal

StartUps

SMEs

Agencies

Enterprises

Company Details

Company Name: Inogic
Website: Visit Website
Headquarter:
Navi Mumbai, Maharashtra India
Social Media:

Description

Integrate Microsoft Dynamics 365 with SharePoint, Dropbox, and Azure Blob Storage for managing documents with Attach2Dynamics. Leverage an Intuitive and easy-to-use UI to drag and drop, upload, download, delete and perform many other actions on files and folders in your cloud storage from within the Dynamics 365 environment. Attach2Dynamics can also bulk migrate attachments from your Microsoft Dynamics 365 CRM history.

Attach2Dynamics provides document management for all Entities within Dynamics 365 CRM and is available for all deployment models beginning Dynamics 365 9.X and Dataverse (PowerApps).

Key Features

Drag and Drop: Drag and drop files and folders to Dropbox, SharePoint, and Azure Blob Storage.
File Management: Upload/ Download multiple Microsoft Dynamics 365 CRM files and a single folder to storage on all three clouds.
Create Folders: Create folders in cloud storage from within Microsoft Dynamics 365 CRM
Anonymous Link: Generate anonymous links of files and folders to share multiple files/attachments from Microsoft Dynamics 365 CRM
Search: Deep Search files in the current and child folders to easily find a specific file
Email: Directly attach files or link file(s) from cloud storages to a Microsoft Dynamics 365 CRM email
Copy/Move Attachments: Copy/Move Notes, Email, and Sales Literature Attachments to cloud storage systems
Bulk Move Attachments: Bulk Move history Notes/Email/Sales Literature attachments to cloud storages
Access Control of Actions: Set user permissions for various features such as Upload, Download, Email, etc. with Security Templates
Delete: Delete unwanted files from any of the three cloud storage
View Files: Preview files with a single click without downloading it
Multiple instances of Cloud Storage: Create multiple instances of the same cloud storage such as SharePoint_1, SharePoint_2, Dropbox_1, Dropbox_2, etc.
Single Sign-on: Perform all actions in the context of logged-in user
Open Folder: Open folders present on SharePoint Site directly using Attach2Dynamics UI.