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Average Ratings 0 Ratings
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
No images available
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