Attach2Dynamics

Integrate Dynamics 365 with SharePoint, Dropbox, and Azure Blob Storage for managing documents with Attach2Dynamics. Drag and drop, upload, download, delete and perform many other actions right from within Dynamics 365 in an intuitive and easy-to-use UI. You can also bulk migrate history attachments from within Dynamics 365 CRM with the help of Attach2Dynamics.

Features

1. Drag and Drop: Drag and drop files and folders to Dropbox, SharePoint, and Azure Blob Storage
2. File Management: Upload/ Download Dynamics 365 CRM multiple files and a single folder to all three cloud storages
3. Create Folders: Create folders on cloud storage from within Dynamics 365 CRM
4. Anonymous Link: Generate anonymous link of files and folders to share multiple files/attachments from Dynamics 365 CRM
5. Search: Deep Search files in the current and child folders to easily find a specific file
6. Email: Directly attach files or link of file(s) from cloud storage to a Dynamics 365 CRM email
7. Copy/Move Attachments: Copy/Move Notes, Email, and Sales Literature Attachments to cloud storage systems
8. Bulk Move Attachments: Bulk Move history Notes/Email/Sales Literature attachments to cloud storages
9. Access Control of Actions: Supervise user actions on use of various features of Attach2Dynamics such as Upload, Download, Email, etc. with Security Templates
10. Delete: Delete unwanted files from all three cloud storages
11. View Files: Preview files as per the requirement with a single click without downloading it
12. Multiple instances of Cloud Storage: Create multiple instances of the same cloud storage such as SharePoint_1, SharePoint_2, Dropbox_1, Dropbox_2, etc.
13. Single Sign-on: Perform all actions in the context of logged-in user
14. Open Folder: Open folders present on SharePoint Site directly using Attach2Dynamics UI.