Attach2Dynamics is a document management solution which provides seamless attachment management in multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage from within Dynamics 365 CRM. It enables features like drag and drop, browse, and choose multiple files or a folder at a single instance to upload to the Cloud Storage of choice. It has an easy to view UI for viewing all the files & folders in the configured cloud storage against the current record. Users can further rename, create, email, delete, preview files/folders and generate sharable link of the file or the folder to provide it in the email directly from within Dynamics 365 CRM.
2. Key Features
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Drag & Drop
Drag & Drop interface to upload
multiple files and folders to
SharePoint easily at one go.
Email link or file as an
attachment
Email SharePoint files as attachment
with a single click
Save Storage Space
Move Attachments from Notes, Email
& Sales Literature to SharePoint and
leave behind the link to the file for
easy reference.
Intuitive interface to
perform common
file/folder actions
Upload, download, rename files and
folders .
Security Privileges
Control user privileges to perform the
various actions supported by the
solution such as Upload, Download,
Email, Create folder, Rename, Delete.
Anonymous Link
Generate anonymous shareable
link for the selected file/folder and
share it with required users.
3. Available For
SUPPORTED VERSIONS
• DYNAMICS 365 8.2
AND ABOVE
• Dataverse (Power Apps)
DEPLOYMENTS
• ON-PREMISES WITH
IFD
• ONLINE
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CLOUD STORAGES
• SHAREPOINT
• AZURE BLOB
• DROPBOX
4. Drag and Drop multiple files & folders
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18. Next Steps
• Learn more about
Attach2Dynamics today.
• Get your free
Attach2Dynamics trial from
Microsoft AppSource or our
website!
• Email: crm@inogic.com
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