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Average Ratings 0 Ratings

Total
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

Initially, a single document was all it took to establish your business's legitimacy; however, over time, your collection of documents has expanded and become increasingly chaotic across various platforms and devices. Many businesses resort to temporary solutions like Dropbox or SharePoint to manage their documents, but these methods often fall short of providing a real solution. In contrast, Real File offers a robust document management system specifically designed for organizations rather than individual users. Powered by the reliable and redundant Amazon cloud, Real Directory ensures that your documents are securely encrypted and safeguarded with SSL technology, which is the same level of protection used for credit card transactions. As your business grows, our cloud storage adapts to your needs, eliminating concerns about running out of space or bandwidth. Moreover, we handle all software and management tasks, allowing you to focus on what matters most—your business. With the ability to work directly from a web browser, you can access files from anywhere using our web client, while also managing user accounts to grant employees or customers access to designated folders or documents. This comprehensive approach to document management empowers your organization to operate more efficiently and securely in today's fast-paced environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Dropbox Yes 
Microsoft SharePoint Yes 
Amazon Web Services (AWS) No 
Azure Blob Storage Yes 
Microsoft Dynamics 365 Yes 

Integrations

Dropbox Yes 
Microsoft SharePoint Yes 
Amazon Web Services (AWS) Yes 
Azure Blob Storage No 
Microsoft Dynamics 365 No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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) No 
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) Yes 
In Person Yes 

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Real Time Solutions

Country

United States

Website

www.rtsolutions.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

Directory

Advertising Management Yes 
Customer Portal Yes 
Design / Layout No 
Listing Management No 
Payment Processing No 
Review Management No 
SEO Tools Yes 
Search / Filter No 

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