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Attach2Dynamics - Attachment/Cloud Storage Management for Dynamics 365 CRM

Attach2Dynamics is a productivity app which provides seamless attachment management in multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage from within Dynamics 365 CRM. It enables features like drag and drop, browse, and choose multiple files or a folder at a single instance to upload to the Cloud Storage of choice. It has an easy to view UI for viewing all the files & folders in the configured cloud storage against the current record. Users can further rename, create, email, delete, preview files/folders and generate sharable link of the file or the folder.

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Attach2Dynamics - Attachment/Cloud Storage Management for Dynamics 365 CRM

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  1. Manage Dynamics 365 CRM Attachments on Cloud crm@inogic.com

  2. Key Features Intuitive interface to perform common file/folder actions Upload, download, rename files and folders . Email link or file as an attachment EmailSharePoint files as attachment with a single click Drag & Drop Drag & Drop interface to upload multiple files and folders to SharePoint easily at one go. Security Privileges Control user privileges to perform the various actions supported by the solution such as Upload, Download, Email, Create folder, Rename, Delete. Save Storage Space Move Attachments from Notes, Email & Sales Literature to SharePoint and leave behind the link to the file for easy reference. Anonymous Link Generate anonymous shareable link for the selected file/folder and share it with required users. crm@inogic.com

  3. Available For • SUPPORTED VERSIONS • DYNAMICS 365 8.2 AND ABOVE • Dataverse (Power Apps) • DEPLOYMENTS • ON-PREMISES WITH IFD • ONLINE • CLOUD STORAGES • SHAREPOINT • AZURE BLOB • DROPBOX crm@inogic.com

  4. Drag and Drop multiple files & folders crm@inogic.com

  5. Upload/Download files & folders crm@inogic.com

  6. Upload files & folders to multiple CRM records crm@inogic.com

  7. Get a Read-only or Editable Anonymous Shareable link of files & folders crm@inogic.com

  8. Email files as an attachment or share the link to the files crm@inogic.com

  9. Deep Search crm@inogic.com

  10. Delete File crm@inogic.com

  11. View File crm@inogic.com

  12. Open Folder crm@inogic.com

  13. Move/Copy Dynamics 365 CRM Attachments Notes Email Sales Literature crm@inogic.com

  14. Bulk Migrate Dynamics 365 CRM Attachments crm@inogic.com

  15. Security Templates crm@inogic.com

  16. Configuring Connectors crm@inogic.com

  17. Entity Configuration crm@inogic.com

  18. Next Steps • Learn more about Attach2Dynamicstoday. • Get your free Attach2Dynamics trialfrom Microsoft AppSource or our website! • Email: crm@inogic.com crm@inogic.com

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