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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Attach2Dynamics is an innovative document management tool that allows users to efficiently manage attachments across various cloud storage services such as SharePoint, Dropbox, and Azure Blob Storage directly from Dynamics 365 CRM. It incorporates user-friendly features like drag-and-drop functionality, the ability to browse, and the option to select multiple files or entire folders for upload to the preferred cloud service at once. The interface is designed for easy navigation, allowing users to view all files and folders linked to the current record within the configured cloud storage. Additionally, users can perform a variety of actions such as renaming, creating, emailing, deleting, and previewing files or folders, as well as generating shareable links for easy email distribution, all without leaving the Dynamics 365 CRM environment. This comprehensive integration enhances collaboration and streamlines document handling processes for businesses.

Description

Dokkio offers a centralized platform where you and your colleagues can access files from various accounts including Dropbox®, Google Drive®, Gmail®, and Box®, all in one location. Our tools transform basic file storage into an efficient environment for team collaboration. You can seamlessly integrate files into a unified interface, irrespective of the original storage system. Dokkio enhances file organization by allowing you to categorize items for easier management based on their type. With just a few clicks, you can assign tags to files and folders, adding vital context that can later be restructured into Categories or Business Contexts. This enables you to search through all your files by their business context, rather than merely by their names or content. You will gain a comprehensive overview of all content associated with specific business contexts, such as Projects or Clients. Dokkio also honors the security protocols of your cloud file services, ensuring that if your files are secure in their current locations, they remain so with us. Additionally, Dokkio syncs smoothly with your existing cloud-based resources, including Dropbox, Drive, and Slack, facilitating a more cohesive workflow. This integration not only simplifies access but also enhances the collaborative experience for your team.

API Access

Has API

API Access

Has API

Screenshots View All

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Integrations

Dropbox
Azure Blob Storage
Box
Gmail
Google Drive
Microsoft Dynamics 365
Microsoft OneDrive
Microsoft SharePoint
Notion
Slack

Integrations

Dropbox
Azure Blob Storage
Box
Gmail
Google Drive
Microsoft Dynamics 365
Microsoft OneDrive
Microsoft SharePoint
Notion
Slack

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Dokkio

Founded

2014

Country

United STATES

Website

www.dokkio.com

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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