Save Dataverse Storage Space
Integrate Dynamics 365 CRM with Azure Blob Storage, Dropbox and SharePoint with Attach2Dynamics
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What's Attach2Dynamics?
Attach2Dynamics by Inogic is a storage and file management app for Microsoft Dynamics 365 CRM. It integrates seamlessly with external cloud storage providers: SharePoint, Azure Blob Storage, and Dropbox, allowing organizations to offload bulky attachments, emails, and notes in real time. By optimizing how documents are stored, shared, and managed, Attach2Dynamics helps reduce Dynamics 365 storage costs, improve system performance, and ensure secure document access for CRM users.
With features like bulk migration, metadata-based folder creation, large file upload support, and deep search capabilities, Attach2Dynamics brings clarity and control to CRM document management all without leaving the Dynamics 365 interface.
Recent Updates
Migrate the Outlook email body along with attached files to ensure full data transfer to cloud storage.
Upload and manage files up to 1.5 GB, making it easier to handle larger attachments.
UI improvements for faster, more efficient document access and navigation.
Add custom descriptions when sending files via email from within the Attach2Dynamics interface.
Information Vault
Benefits of using Attach2Dynamics
Save valuable Dynamics 365 storage space by moving files to low-cost external platforms.
Maintain secure document backups and reduce dependency on CRM storage limits.
Access and manage cloud-stored files within Dynamics 365 CRM through a familiar interface.
Enable precise control over document actions with user-based access permissions.
Supported On
Dynamics 365 CRM
Online | Dataverse
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!
Features
Here’s How It Elevates Your Document Management
Save Dynamics 365 Storage space
Attach2Dynamics allows you to automatically move attachments, notes, and emails from Dynamics 365 CRM to your preferred cloud storage solution, SharePoint, Azure Blob, or Dropbox without disrupting existing processes. You can offload historical data in bulk overnight or enable real-time sync for new files, instantly freeing up CRM space and enhancing system speed.
How does Attach2Dynamics save storage space and improve productivity?
Attach2Dynamics enables easy and secure document sharing via email, right from within Dynamics 365 CRM. You can set default recipients using the Email Configuration feature, add custom notes when sending files, and even generate email digests for record-level documents.
You no longer need to switch platforms to manage documents. Attach2Dynamics offers a seamless, intuitive interface within Dynamics 365 where you can upload, download, rename, preview, delete, and share files stored in your configured cloud storage. Drag-and-drop support makes uploading files easy, while auto-folder creation based on CRM metadata ensures a consistent, organized file structure.
Access and Manage all documents from CRM
With Attach2Dynamics, access to document actions such as upload, delete, or share can be restricted based on user roles or business units. This ensures that sensitive files are only handled by authorized individuals, maintaining compliance and reducing risk.
More Features
Single Sign-on
Single Sign-On ensures secure and streamlined access to cloud storage actions.
Deep Search
Deep Search functionality helps users instantly find folders and files by path or name.
Preview Files
File Preview allows users to view documents before downloading them.
Create Folders
Metadata-driven folder creation streamlines structured file organization.
Configure Email Audience
Users can set default from, to, cc, and bcc for an email using the ‘Email Configuration’ feature of Attach2Dynamics.
Bulk Upload
Bulk Upload- Supports large files and simultaneous uploads for multiple CRM records.
Transform Your Data Management:
The Ultimate Attach2Dynamics Guide
Streamline Processes, Enhance Collaboration, and Boost Productivity with Attach2Dynamics
testimonials
What Our Customers Are Saying?
Our Blogs
Manage Space & Store Dynamics 365 Attachments with Attach2Dynamics!
Simplify document management in Dynamics 365 CRM with Attach2Dynamics. Move, copy, and manage attachments in cloud storage while keeping your CRM clutter-free and organized.
Document Management Showdown: Power Automate vs. Attach2Dynamics
Document management is a critical part of any business, but it can be a daunting task. There are so many different solutions in the market, and it can be difficult to know…
Move Email Attachments from Outlook to Cloud Storage using Dynamics 365
Corporate professionals depend heavily on Microsoft Outlook for communication, document sharing, and decision-making. While using Outlook, email attachments are often stored on the local machine…
Frequently Asked Questions
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.
The attachment size limit for Dynamics 365 is 128 MB for a single file in Dataverse, but this may vary based on storage capacity and configurations. You can overcome this limitation by enabling seamless integration with cloud storage platforms like SharePoint, Azure Blob, and Dropbox using Attach2Dynamics. It allows you to upload and manage up to 1.5 GB of attachments. With Attach2Dynamics, you can store, manage, and access large files directly from Dynamics 365 without worrying about storage constraints.
When document storage in Dynamics 365 reaches its limit, CRM performance slows down significantly. This can lead to delays in retrieving records, uploading files, and overall system inefficiencies—directly affecting business productivity. To avoid such issues, integrating cloud storage solutions is the best approach. Moving documents to platforms like SharePoint, Azure Blob, or Dropbox can free up CRM storage, ensuring smoother operations and faster data access. The Attach2Dynamics app streamlines this process, enhancing efficiency, reducing costs, and optimizing CRM performance.
Reach out to us today to know more!
