Attach2Dynamics

Seamless integration with SharePoint, Dropbox and Azure Blob Storage

Migrate attachments in bulk from Dynamics 365 to Cloud Storages

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