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Attachments + Storage Management - Attach2Dynamics

Inogic

Seamless Attachment/Document Management on SharePoint, Dropbox & Azure Blob within Dynamics 365 CRM

Integrate Dynamics 365 with SharePoint, Dropbox and Azure Blob Storage for managing documents with Attach2Dynamics. Drag and drop, upload, download, delete and perform many other actions right from within Dynamics 365 in an intuitive and easy to use UI.  You can also bulk migrate history attachments from within Dynamics 365 CRM with the help of Attach2Dynamics.

It provides document management for all Entities. It is available for Dynamics CRM 8.2 and above, Power Apps & CDS. 

 

Features

  • Drag and Drop: Drag and drop files and folders to Dropbox, SharePoint, and Azure Blob Storage
  • File Management: Upload/ Download Dynamics 365 CRM multiple files and a single folder to all three cloud storages
  • Create Folders: Create folders on cloud storages from within Dynamics 365 CRM
  • Anonymous Link: Generate anonymous link of files and folders to share multiple files/attachments from 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 of file(s) from cloud storages to a 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: Supervise user actions on use of various features of Attach2Dynamics such as Upload, Download, Email, etc. with Security Templates
  • Delete: Delete unwanted files from all three cloud storages
  • View Files: Preview files as per requirement with a single click without downloading it
  • Multiple instances of Cloud Storage: Create multiple instances of 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
  • Email Configuration: Configure emails to send documents as attachments/links through email to the required recipients
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