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Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM - Attach2Dynamics

Autor: Inogic

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SharePoint, Dropbox, or Azure Blob Storage - Manage CRM Attachments and Documents in a Smart way!

Attach2Dynamics seamlessly integrates Dynamics 365 CRM and Dataverse with Multiple Cloud Storage, improving attachment and document handling. Also, this File and Storage Management App conserves storage space and reduces IT costs in CRM when integrated with SharePoint, Dropbox, and Azure Blob Storage. Our team of experts can guide you through this user-friendly solution, offering functionalities like drag-and-drop, upload, download, and deletion. It facilitates bulk attachment migration from Dynamics 365 CRM.

Our document management solution is available for all entities in Dynamics 365 CRM and can be deployed across models beginning from Dynamics 365 v9.X and Dataverse (PowerApps).

Start your 15-day FREE trial or click here to Get Quote as per your requirements!

Key Features

  • Drag and Drop Functionality: Easily drag files and folders into Dropbox, SharePoint, or Azure Blob Storage. Supports file upload size up to 1.5 GB.
  • Efficient File Management: Upload or download multiple Dynamics 365 CRM files and folders.
  • Folder Creation: Generate folders directly within Dynamics 365 CRM.
  • Anonymous Link Generation: Create anonymous links for files and folders, enabling the sharing of multiple attachments from Dynamics 365 CRM.
  • Enhanced Search Capability: Conduct in-depth search within current and nested folders to swiftly locate specific files.
  • Email Integration: Attach files or link directly from cloud storage to email in Microsoft Dynamics 365 CRM.
  • Attachment Copy/Move Options: Save disk space by copying or moving Notes, Emails, Email Content, and Sales Literature Attachments.
  • Bulk Move Attachments: Move History Notes, Emails, and Sales Literature attachments in bulk to cloud storage, freeing up valuable storage space.
  • Controlled Access: Define user permissions for features like Upload, Download, and Email using Security Templates.
  • Effortless Deletion: Easily remove unwanted files from any of the three cloud storage platforms.
  • File Preview: Instantly preview files with a single click, eliminating the need for downloading.
  • Multiple Cloud Storage Instances: Create multiple instances of the same cloud storage (e.g., SharePoint_1, SharePoint_2, Dropbox_1, Dropbox_2).
  • Single Sign-On Capability: Perform all actions within the logged-in user context for seamless operations.
  • Direct Folder Access: Access folders on SharePoint Sites directly through Attach2Dynamics UI for added convenience.
  • Migrate Email Body Content: Shift Email Body Content to multiple cloud storage.
  • Configurable Email Description Link: Modify the attachment link text in the email body.

To learn more about Attach2Dynamics visit our website, online docs, or video library.

For a personalized demonstration from our technology experts on Dynamics 365 CRM attachments store, Dynamics 365 CRM Dropbox integration, Dynamics 365 attachments, or Dynamics CRM Azure Blob integration, reach out to us at crm@inogic.com.

Explore our e-Book on Attach2Dynamics, a comprehensive guide for effective CRM Document Management.

Frequently bought together:

SharePoint Security Sync: A comprehensive solution for integrating Microsoft Dynamics 365 CRM with SharePoint for managing files and folders. It syncs the Microsoft Dynamics 365 CRM security model with SharePoint and assures the same level of security for documents and records.

Explore Inogic’s extensive collection of over 15+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can elevate your Dynamics 365 CRM usage!

Rychlý přehled

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