Attach2Dynamics 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.
Attach2Dynamics Alternatives
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With years of proven technology, Synchredible not only transfers data from A to B but also supports bidirectional synchronization. It automatically detects changes and reliably syncs the most recently edited files. Thanks to advanced duplicate detection, Synchredible saves valuable time by skipping unchanged files, enabling fast synchronization of large datasets in seconds!
Synchredible is highly versatile, supporting local folder synchronization, network and USB device synchronization, as well as synchronization with cloud storage.
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Filerev
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Email to PDF for Outlook
AssistMyTeam's business applications are built upon Microsoft's software suite, including Office, Exchange, and SharePoint. The Outlook add-ins from AssistMyTeam focus on enhancing team collaboration and provide ready-made solutions that address various limitations found in Microsoft Outlook. Currently, AssistMyTeam is empowering organizations and businesses to become increasingly data-driven and more agile. Users can remove attachments from emails to a centralized file folder or select a specific folder during the process. The system also allows for the automatic detachment or deletion of attachments from emails stored in the Sent Items folder, which helps maintain the mailbox size within the permitted limits on the server. This streamlined approach not only optimizes storage but also enhances overall email management efficiency.
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Inogic SharePoint Security Sync
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Limit SharePoint access to the same level as Dynamics 365 CRM security privileges. Replicate any Dynamics 365 CRM security privileges changes in SharePoint.
Features
Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM
Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team
Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records
Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders
Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once
Create Link: Generate anonymous links to the documents to share the documents outside of your organization
Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files
File management: Deep Search, View, Rename and Delete files from SharePoint provided you
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Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
Inogic
Year Founded:
2006
Headquarters:
India
Website:
www.inogic.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Business Hours
Attach2Dynamics Features and Options
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