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

Preferred App on Microsoft AppSource

Get started with 15 days free trial!

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.

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

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

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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

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

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

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

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

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

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

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