Our team loves Attach2Dynamics! It has significantly streamlined how we manage attachments and documents within Dynamics 365 CRM. The integration with external storage platforms like SharePoint, Azure Blob, and Dropbox is seamless and helps us optimize our CRM storage, which has led to noticeable cost savings. The user interface is intuitive, and the drag-and-drop functionality makes document handling much faster and more efficient. We've also appreciated the ability to preview files, control permissions, and audit activity — features that have improved our document governance across the board. Support from the team has been responsive and helpful whenever we had questions. Overall, Attach2Dynamics has become an indispensable tool for our operations. Highly recommended for any organization looking to enhance document management within Dynamics 365.
- Derek Breneol