In Microsoft Dynamics 365 CRM, businesses use notes and attachments as a way to capture and organize important information related to their customers and business processes. Notes allow users to record free-form text about a particular record, such as a customer or sales opportunity, while attachments enable users to upload and associate files such as… Read More »
Norton PVT LTD is a company that deals in precision equipment and understands the importance of keeping track of their communication with clients. They use Microsoft Dynamics 365 CRM to store and manage their email content and attachments. However, as their business grew, they found themselves exceeding the 20 GB file storage capacity of Dynamics… Read More »
Organizations using Microsoft Dynamics 365 CRM generate a considerable quantity of data daily. Although Dynamics 365 CRM subscription provides 20 GB of total storage and 2 GB of data per licensed user, the storage capacity becomes woefully inadequate as your business scales. Buying additional capacity is expensive. Currently, CRM database storage costs £33.91 per GB… Read More »
In both personal and professional lives we like being organized, neat and tidy. No one likes to leave one’s home or office space in clutter. The famous phrase – A place for everything and everything in its place – aptly captures this sentiment. The same principle applies when it comes to managing documents/attachments in Dynamics… Read More »
Data management plays an important role in every organization. Every day there is a significant amount of data generated in your CRM in the form of Notes, Email, their attachments, etc. Therefore, it becomes necessary to establish a methodical process for managing this ever increasing mound of digital data in your CRM. For this, you… Read More »
Attach2Dynamics – a Preferred App on Microsoft AppSource – is a one stop solution for managing documents/attachments in multiple cloud storages from within Dynamics 365 CRM/Power Apps. SharePoint, Dropbox or Azure Blob Storage – Attach2Dynamics makes it possible for you to store and manage Dynamics 365 CRM attachments in any or all of these cloud… Read More »
Managing attachments/documents in Dynamics 365 CRM/Power Apps is a crucial task. You never know when or what information you may need. And it is always easier to get any information if it is organized and stored systematically. But what if you lack space to store these attachments? And you need to store confidential information in… Read More »
Don’t look further! Attach2Dynamics – one of our Preferred Apps on Microsoft AppSource – is what you need. How? Let’s go through some of the prominent features of Attach2Dynamics one by one to see how it is the apt app for your organization. Seamless Integration with Multiple Cloud Storages When it comes to freeing space… Read More »
We are quite excited about this month with a chance to interact with you via three informative webinars. These are power-packed sessions that demonstrate our four robust apps and come with the goodness of how you can leverage the functionality of these apps to derive maximum out of your Dynamics 365 CRM / PowerApps. As… Read More »
Storing data in cloud has become the norm today. With quite a number of cloud storages available in the market, having cloud storages for high scale document management has become mandatory. For Dynamics 365 CRM users, Microsoft has its very own SharePoint which can be natively integrated enabling smooth management of documents/attachments. But wouldn’t it… Read More »