Average Ratings 0 Ratings
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
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Dropbox
Yes
Azure Blob Storage
Yes
Box
No
Gmail
No
Google Drive
No
Microsoft Dynamics 365
Yes
Microsoft OneDrive
No
Microsoft SharePoint
Yes
Notion
No
Slack
No
Integrations
Dropbox
Yes
Azure Blob Storage
No
Box
Yes
Gmail
Yes
Google Drive
Yes
Microsoft Dynamics 365
No
Microsoft OneDrive
Yes
Microsoft SharePoint
No
Notion
Yes
Slack
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
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
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Document Management
Access Controls
No
Archiving & Retention
No
Collaboration Tools
No
Compliance Tracking
No
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No