Category Archives: Attach2Dynamics

Document Management Solution for your Dynamics 365 CRM – How to choose the better one?

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 »

Free up storage space and a smart way to manage Dynamics 365 CRM documents – Attach2Dynamics is what you need!

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 »

Explore the new “Open Folder” button within Dynamics 365 CRM to open SharePoint site – Document Management gets more flexible!

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 »

Looking for a smart option to manage documents and disk space within Dynamics 365 CRM?

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 »

SharePoint Security & Document Management, 1 Click Undo, Geo-Analytics within PowerApps – Sign up for our exciting July Webinars!

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 »

How about using native folder hierarchy structure while uploading files to SharePoint from your Dynamics 365 CRM

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 »

SharePoint Document Security – Track users performing actions on Dynamics 365 CRM attachments in SharePoint

Dynamics 365 CRM attachment management on cloud storage has now been made easy with the help of our productivity app Attach2Dynamics. With the help of Attach2Dynamics, a Preferred Solution on Microsoft AppSource for Dynamics 365 and PowerApps, users have been able to perform actions on Dynamics 365 attachments on cloud storage like drag and drop,… Read More »

Smart and Secure way to manage your attachments on SharePoint, Dropbox and Azure Blob Storage within Dynamics 365 CRM

Attach2Dynamics has covered a huge milestone in a limited period of time and continues to pave its way in the process. This app for Dynamics 365 CRM and PowerApps is now a preferred solution on Microsoft AppSource. It does cater to all industries but one of the industries that have benefitted majorly with Attach2Dynamics is… Read More »

Microsoft Preferred Dynamics 365 CRM Apps to explore at User Group Summit Booth 1331

September is over and we are now almost counting days or maybe hours for the User Group Summit starting October 15, it’s already a 2x exciting feeling to be at Summit booth 1331 this year. Developing innovative productivity apps, creating out of the box solutions, providing distinguished low-cost development services is what we do best.… Read More »

Control the way Attachments are stored on SharePoint, Dropbox & Azure Blob Storage within Dynamics 365 CRM with Security Templates!

Attach2Dynamics – a Microsoft Preferred Solution – has certainly brought about efficient storage and management of Dynamics 365 CRM attachments in all three cloud storages i.e. SharePoint, Dropbox and Azure Blob Storage. It smartly caters to each and every need related to attachment management in Dynamics 365 CRM. Thus, in a short period of time… Read More »