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
Filerev
Filerev is a powerful tool that helps you easily find and manage hidden files, duplicate files, large files, and oversized folders, ensuring a streamlined and clutter-free digital workspace.
Key features include advanced scanning technology that identifies the unorganized files taking up the most space and cluttering your Google Drive. Filerev enhances productivity by saving time and reducing the frustration of manual file organization. The custom filters and bulk delete tool give you complete control over finding and removing unwanted files in your account. The storage analyzer lets you browse your folders by size to see where the space is being used in your Google Drive.
Whether you're an individual, a small business, or a large enterprise, Filerev offers robust solutions tailored to your needs. Visit filerev.com to discover how Filerev can transform your Google Drive experience and boost efficiency.
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Synchredible
Synchredible makes it easy to synchronize, copy, and back up individual folders or entire drives with just a single click. Its intuitive assistant guides you step by step in setting up tasks that can be scheduled, triggered by changes (real-time monitoring), or executed automatically when an external storage device is connected. Keep your data synchronized effortlessly and manage it seamlessly!
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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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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Dropbox
Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.
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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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