Attach2Dynamics

Name: Attach2Dynamics
Brand: Attach2Dynamics
Rating: 5 (1 reviews)

Seamless integration with SharePoint, Dropbox and Azure Blob Storage

Migrate attachments in bulk from Dynamics 365 to Cloud Storages

Attach2Dynamics - Attachment/Cloud Storage Management for Dynamics 365 CRM

Overview

Attach2Dynamics is a productivity app 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.

Dynamics 365 8.2 & above

On-Premises with IFD & Online

Dataverse (Power Apps)

Recent Updates

Open folders present on SharePoint site directly from within 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

Supported Storages

SharePoint (Online), Dropbox, Azure Blob Storage

Preferred App on Microsoft AppSource

Get started with 15 days free trial!

Features

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.

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.

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.

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.

User-friendly UI

Attach2Dynamics button click opens up a user-friendly UI to perform various actions and see 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 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 Copy/Move Dynamics 365 CRM Notes/Email/ Sales Literature attachments to Dropbox, SharePoint and Azure Blob Storage using Attach2Dynamics in Real-Time.

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