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

Attach2Dynamics effortlessly integrates Dynamics 365 CRM and Dataverse with multiple cloud storage options, enhancing CRM storage and document management. By connecting with SharePoint, Dropbox, and Azure Blob Storage, this app helps conserve Dynamics 365 attachment space and reduces IT costs. It offers user-friendly features like drag-and-drop, upload, download, deletion, and bulk attachment migration.

It supports all CRM entities and is compatible with versions starting from Dynamics 365 v9.X and Dataverse (PowerApps), ensuring seamless deployment across models.

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

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

To schedule a personalized demo with our technology experts on Dynamics 365 CRM attachments storage, Dynamics 365 CRM Dropbox integration, or Dynamics CRM Azure Blob integration, reach us at crm@inogic.com.

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 CRM files and folders to optimize Dynamics 365 document storage capabilities
• Folder Creation: Generate folders directly within Dynamics 365 CRM.
• Anonymous Link Creation: Generate anonymous links for files and folders, allowing easy sharing of multiple Dynamics 365 CRM attachments.
• Advanced Search Capability: Perform detailed searches within current and nested folders to quickly find specific files
• Email Integration: Seamlessly attach files or links directly from cloud storage to emails 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 Attachment Migration: Move History Notes, Emails, and Sales Literature attachments in bulk to cloud storage, reclaiming 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: Easily access folders on SharePoint Sites through the Attach2Dynamics UI, offering enhanced convenience for teams using Dynamics 365 CRM SharePoint integration.
• Migrate Email Body Content: Transfer Email Body Content to multiple cloud storage.
• Customizable Email Link Text: Edit the attachment link text in the email body for greater flexibility.

Explore our e-book on Attach2Dynamics, your ultimate guide to efficient CRM document management.

Frequently bought together:

SharePoint Security Sync: A complete solution for integrating Microsoft Dynamics 365 CRM with SharePoint to manage files and folders. It syncs the Microsoft Dynamics 365 CRM security model with SharePoint, ensuring the same level of security for documents and records.

Discover Inogic’s robust portfolio of 15+ apps designed to enhance your Dynamics 365 experience. Our solutions span geospatial, omnichannel, file and storage management, visualization, user adoption, productivity, and integration applications. Start your 15-day free trial and elevate your Dynamics 365 usage today!