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 for Dynamics 365 which provides native integration between CRM and cloud storages like SharePoint, Dropbox and Azure Blob Storage. 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

Recent Updates

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

Features

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

User friendly interface of Attach2Dynamics helps users in viewing the list of files and folders uploaded on Dropbox, SharePoint and Azure Blob Storage against current record

Users can download files and folders from Dropbox, SharePoint and Azure Blob Storage without any hassle

Attach2Dynamics gives the user ability to rename files and folders of Dropbox, SharePoint and Azure Blob Storage from Dynamics 365 CRM

Users can Copy/Move Dynamics 365 CRM Notes/Email/ Sales Literature attachments to Dropbox, SharePoint and Azure Blob Storage using Attach2Dynamics

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

Users will be able to create anonymous links of files/folders and copy them for external use

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

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

Attach2Dynamics grants access to control user actions like Upload, Download, Email, Copy Link, Delete, etc. using Security Templates

Users can send link of files or files as attachment in an email using Attach2Dynamics

Users will be able to view the status of disk space released from Dynamics 365 CRM in Bulk Migration Job Status

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

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

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

Attach2Dynamics will help users in managing Dynamics 365 attachments/documents easily by allowing them to configure multiple connectors for cloud storages