Attach2Dynamics - Attachment/Cloud Storage Management for Dynamics 365 CRM - PowerPoint PPT Presentation
Title:
Attach2Dynamics - Attachment/Cloud Storage Management for Dynamics 365 CRM
Description:
Attach2Dynamics is a productivity app 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. – PowerPoint PPT presentation
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Title: Attach2Dynamics - Attachment/Cloud Storage Management for Dynamics 365 CRM
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Manage Dynamics 365 CRM Attachments on Cloud
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Key Features
Email link or file as an attachment
Email SharePoint files as attachment with a
single click
Intuitive interface to perform common
file/folder actions Upload, download, rename
files and folders .
Drag Drop Drag Drop interface to upload
multiple files and folders to SharePoint easily
at one go.
Security Privileges Control user privileges to
perform the various actions supported by the
solution such as Upload, Download, Email, Create
folder, Rename, Delete.
Save Storage Space Move Attachments from Notes,
Email Sales Literature to SharePoint and leave
behind the link to the file for easy reference.
Anonymous Link Generate anonymous shareable link
for the selected file/folder and share it with
required users.
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Available For
- SUPPORTED VERSIONS
- DYNAMICS 365 8.2 AND ABOVE
- Dataverse (Power Apps)
- DEPLOYMENTS
- ON-PREMISES WITH IFD
- ONLINE
- CLOUD STORAGES
- SHAREPOINT
- AZURE BLOB
- DROPBOX
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Drag and Drop multiple files folders
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Upload/Download files folders
crm_at_inogic.com
6
Upload files folders to multiple CRM records
crm_at_inogic.com
7
Get a Read-only or Editable Anonymous Shareable
link of files folders
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Email files as an attachment or share the link
to the files
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Deep Search
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Delete File
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View File
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Open Folder
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Move/Copy Dynamics 365 CRM Attachments
Notes
Sales Literature
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Bulk Migrate Dynamics 365 CRM Attachments
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Security Templates
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Configuring Connectors
17
Entity Configuration
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Next Steps
- Learn more about Attach2Dynamics today.
- Get your free Attach2Dynamics trial from
Microsoft AppSource or our website! - Email crm_at_inogic.com
