Tag Archives: Dynamics 365 CRM

An Alert on Time, Saves Nine – Try Alerts4Dynamics for smartly managing Alerts & Notifications within Dynamics 365 CRM

Setting alerts or reminders have become a part and parcel of our daily lives. Be it office or home we have set reminders to notify us of upcoming birthdays, anniversaries, bill payments, meetings, etc. So why not incorporate this notification system within Dynamics 365 CRM/Dataverse (Power Apps) and make your daily work life smooth and… Read More »

Dynamics 365 CRM Document Management and Data Security – Get both with SharePoint Security Sync!

When it comes to attachments/document management within Dynamics 365 CRM, shortage of storage space is still a huge concern. But if you are move to your documents/attachments to SharePoint or other cloud storages then security becomes another concern. So, what can be done to overcome these hurdles? This is where – SharePoint Security Sync comes… Read More »

Top 3 reasons why SharePoint Security Sync is must for seamless document management within Dynamics 365 CRM

Easy data storage and seamless attachment management is the necessity of the hour. No business can function efficiently if its data is not maintained properly. Dynamics 365 CRM, a Powerful CRM Software which brings all of your Business Functions Together is one such application which businesses around the world rely on. Now to make Dynamics… 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 »

Create Alerts & Notifications in Dynamics 365 CRM for task, event or occasion of your choice and effectively manage it too!

Business meetings, appointments or bill payments – most of us have reminders set for each of these day-to-day activities. This ensures that we are up-to-date for meetings, be on time for appointments and pay bills on time. And what if you could implement this in your work? Reminders or notifications that will alert you of… Read More »