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.

Attach2Dynamics provides document management for all Entities within Dynamics 365 CRM. Available for all deployment models beginning Dynamics 365 8.2 and Dataverse (Power Apps).

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
Open Folder: Open folders present on SharePoint Site directly using Attach2Dynamics UI.