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Seamless Integration with SharePoint, Dropbox and Azure Blob Storage

Integrate Dynamics 365 CRM with Azure, Dropbox and SharePoint - Attach2Dynamics

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Overview

Attach2Dynamics is a document management solution 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 to provide it in the email directly from within Dynamics 365 CRM.

Recent Updates

  • Open folders present on SharePoint site directly from within Dynamics 365 CRM
  • Store attachments/documents of Dynamics 365 CRM records on the basis of hierarchy in SharePoint
  • Get support for single sign-on
  • Set default recipients for an email using Email Configuration
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Dynamics 365 v9.x / Dataverse

PowerShell Script

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Available on

Dynamics 365 8.2 & above

On-Premises with IFD & Online
Dataverse

Preferred App on Microsoft AppSource

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Supported Storages

SharePoint (Online), Dropbox, Azure Blob Storage

Attach2Dynamics works great in combination with its companion product SharePoint Security Sync that can replicate Dynamics 365 CRM security model in SharePoint!

Comparison between Attach2Dynamics and SharePoint Security Sync

Features

Native Integration with Multiple Cloud Storages

Native Integration with Multiple Cloud Storages

Attach2Dynamics provides native integration between CRM and multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage. Depending on the connectors, users will be able to integrate respective Cloud Storage and then manage and store attachments/documents in the integrated Cloud Storage using Attach2Dynamics.

Drag and Drop

Attach2Dynamics with its user-friendly interface allows users to drag and drop multiple files and folders from Dynamics 365 CRM to Dropbox, SharePoint and Azure Blob Storage. Users will be able to view all the files and folders that have been copied/moved in one glance with the help of Attach2Dynamics.

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Drag and Drop
Email Link or Attachment

Email Link or Attachment

Users can send link of files or files as attachment in an email using Attach2Dynamics. When selecting ‘Links’, users can insert the file’s/folder’s link in the email body. When selecting ‘Attach Documents’, users can attach the file itself in the email body. Users will also be able to send multiple files in single mail.

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Security Templates

Attach2Dynamics grants access to control user actions like Upload, Download, Email, Copy Link, Delete, etc. using Security Templates. If the users have necessary permissions, they can Upload, Rename, Download, Email, Copy Link and Delete files from configured cloud storage. The Security Templates feature of Attach2Dynamics enables managers to set permissions for all the user actions in configured cloud storage on the selected files and folders.

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Security Templates
Bulk Migration Job

Bulk Migration Job

Users can Copy/Move History Notes, Email and Sales Literature Attachments from Dynamics 365 CRM to SharePoint, Dropbox and Azure Blob Storage using Bulk Migration Jobs. This feature also gives detailed status on the files that are migrated. So, if users want to move emails of last ‘X’ weeks from Dynamics 365 CRM to configured cloud storage in bulk, they can easily do so with the Attach2Dynamics and free up more space in Dynamics 365 CRM.

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More Features

User-friendly UI

The user-friendly Attach2Dynamics UI enales users to perform various action and view the list of files and folders uploaded on the configured cloud storage against current record.

Bulk Upload

Attach2Dynamics allows users to upload files/folders for multiple selected records directly from Home Page.

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Single Sign-on

With Attach2Dynamics providing support for single sign-on, all the actions can be now performed in the context of a logged-in user.

Delete Files

Users can delete unwanted files from SharePoint, Dropbox and Azure Blob Storage with the help of Attach2Dynamics.

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Preview Files

Users can view necessary files(data) with a single click before downloading it form cloud storages using Attach2Dynamics.

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Deep Search

Attach2Dynamics allows Deep search for files and folders based on the current path of the users.

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Rename

Users have the option to rename the documents by selecting the required files and folders using Attach2Dynamics.

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Create Folders

With the help of Attach2Dynamics, users will be able to create folders in SharePoint, Dropbox and Azure Blob Storage.

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Copy/Move Attachments

Users can delete unwanted files from SharePoint, Dropbox and Azure Blob Storage with the help of Attach2Dynamics.

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Configure Email Audience

Users can set default from, to, cc, and bcc for an email using the ‘Email Configuration’ feature of Attach2Dynamics.

Open Folders

Users can open record folders present on SharePoint site directly from Attach2Dynamics document management UI.

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FAQ's

Attach2Dynamics provides Dynamics 365 SharePoint integration, Dropbox integration and Azure Blob Storage integration for managing and storing Dynamics 365 CRM attachments

Yes, Dynamics 365 attachments/documents migrated to SharePoint, Dropbox and Azure Blob Storage are easily accessible. By using Attach2Dynamics UI, one can easily perform a number of actions such as view, download, email, copy link, delete, etc. on the attachments stored in any of the three cloud storages. Also, the links of migrated Note attachments are stored in the note description. For Email and Appointment entity, a note is created against the entity where the attachment links are stored.

No, there is no such limit. The user can move history attachments using ‘Bulk Migration’ feature of Attach2Dynamics. Here, user can define the period for which the attachments can be moved to cloud storages such as X weeks or X months.

Using Attach2Dynamics, you can easily set up your Dynamics 365 SharePoint Integration. For step by step guide, watch our demo video: https://youtu.be/pZzZjULKGcs

Reach out to us today to know more!

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