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Attachment Management on Cloud - Attach2Dynamics

Inogic

5.0 (1)

Manage Dynamics 365 CRM Attachments on SharePoint, Dropbox and Azure Blob Storage by Attach2Dynamics

Integrate Dynamics 365 with cloud storages SharePoint, Dropbox and Azure Blob Storage for managing documents with Attach2Dynamics. Drag and drop, upload, download, delete, view files, create anonymous links, rename folders, attach files to emails and perform other actions right from within Dynamics 365 in an intuitive and easy to use UI. Manage your storage space by automatically moving Notes, Email and Sales Literature attachments of Dynamics 365 CRM to multiple instances of cloud storage connectors. Bulk Migrate your Dynamics 365 history attachments to cloud storages. Control user actions on documents with Security Templates.

Attach2Dynamics provides document management for all Entities within Dynamics 365 CRM. Available for all deployment models beginning CRM 2016.

Features

  • Drag and Drop Files or Folders: Intuitive UI with the ability to drag and drop files and folders to Dropbox, SharePoint, and Azure Blob Storage.
  • File Management: Upload Dynamics 365 CRM multiple files and a single folder to cloud storage systems like SharePoint, Dropbox, and Azure Blob Storage. Also, download multiple files from all three cloud storages while the folders from Dropbox.
  • 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.
  • Folder Structure: Honors the native file structure declared for SharePoint in Dynamics 365 and ability to define Record level folders in cloud storages.
  • 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 and effectively free space in Dynamics 365 CRM.
  • 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, View Files, Delete, Create Folder, Copy a Link and Rename on documents with Security Templates.
  • Upload files from Home Page: Directly upload files from home page for multiple selected records.
  • Delete: Delete unnecessary files on all three cloud storages from within Dynamics 365 CRM.
  • 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, Azure_1 and so on.
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