Recent Updates
  • Now Upload files/folders for multiple selected records from Home Page itself.
  • Delete unwanted files from cloud storages
  • With new feature - Security Templates - Control user actions like Upload, Download, Email, Copy Link etc.
  • View necessary files before downloading from cloud storages
  • Configure multiple connectors for SharePoint, Dropbox and Azure Blob Storage

Available for

Clone Record Dynamics CRM

Dynamics CRM

2016 and Above

On-Premises with IFD and Dynamics 365 Online

Dynamics CRM Clone Record

Supported Storages

SharePoint (Online)

Dropbox

Azure Blob Storage

 
Clone Records Dynamics 365 Sales

Attach2Dynamics is a productivity tool for Dynamics 365. It provides users the functionality to drag and drop, browse, and choose multiple files or a folder at a single instance to upload to the Cloud Storage of choice. Apart from uploading or downloading, easy to view UI for viewing all the files & folders in the configured cloud storage against the current record. After uploading, the users can generate sharable link of the file or the folder to provide it in the email directly. Further the user can rename, create, email, delete and preview files/folders in cloud storages.

FEATURES

Upload Dynamics CRM Multiple Files Sharepoint

Drag and Drop multiple files and folders to Dropbox, SharePoint and Azure Blob from Dynamics 365 CRM

Move Dynamics CRM Multiple Files Cloud Storage

User-friendly UI to view the list of files and folders uploaded on Dropbox, SharePoint and Azure Blob against current record

Download Sharepoint Multiple Files Dynamics CRM

Ability to download files and folders of Dropbox, SharePoint and Azure Blob from Dynamics 365 CRM

Download Sharepoint Files Dynamics CRM

Ability to rename files and folders of Dropbox, SharePoint and Azure Blob from Dynamics 365 CRM

Share Multiple Files Sharepoint Dynamics CRM

Copy/Move Dynamics 365 CRM Notes/Email  attachments and sales literature attachment to Dropbox, SharePoint and Azure Blob

Drag Drop Multiple Files Sharepoint Dynamics CRM

Auto-Create folders in SharePoint, Dropbox and Azure Blob

Drag Drop Documents Dropbox Dynamics CRM

Anonymous links of files/folders can be created which can also be copied for external use

Share Multiple Files Cloud Storage Dynamics CRM

Deep search for files or folders based on your current path

Share Multiple Files Sharepoint Dynamics CRM

Move History Notes, Email and sales literature Attachments from Dynamics 365 CRM to SharePoint, Dropbox and Azure Blob using Bulk Migration Jobs

Drag Drop Multiple Files Sharepoint Dynamics CRM

Access control of user actions like Upload, Download, Email, Copy Link, Delete etc. using Security Templates

Drag Drop Documents Dropbox Dynamics CRM

Send the link of files or files as attachments in an email

Share Multiple Files Cloud Storage Dynamics CRM

View status of disk space released from Dynamics 365 CRM in Bulk Migration Job Status

Attach Documents

View necessary files with a single click before downloading it from cloud storages

Map MS Dynamics 365

Upload files/folders for multiple selected records directly from Home Page

Map MS Dynamics 365

Delete unwanted files from SharePoint, Dropbox and Azure Blob Storage

Manage Documents

Configure multiple connectors for cloud storages and easily manage Dynamics 365 attachments/documents