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
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
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