About Attach2Dynamics
Attach2Dynamics is a document management software from Inogic Tech that helps manage attachments in Dynamics 365. It provides options for bulk uploading, automatic storing, and version control so users can efficiently handle documents related to various records. This software allows users to attach files directly to Dynamics records, ensuring easy access and organization of important documents. Additionally, it supports various file formats and provides audit trails for tracking changes. Key capabilities: bulk upload automatic storage version control file format support audit trails Best for: businesses and organizations that need to maintain organized documentation within their Dynamics 365 environment.
Attach2Dynamics, developed by Inogic, is a powerful cloud storage integration solution designed to optimize storage within Microsoft Dynamics 365 CRM. By seamlessly connecting Dynamics 365 with leading cloud storage platforms such as SharePoint, Azure Blob Storage, and Dropbox, it allows businesses to efficiently manage and offload attachments, emails, and notes, thereby reducing the storage burden on Dynamics 365. This integration is particularly valuable for organizations that handle large volumes of data and wish to minimize costs associated with additional CRM storage. With features such as bulk migration tools, support for large file uploads, and an intuitive user interface, Attach2Dynamics enhances document management and streamlines operational workflows. One of the standout aspects of Attach2Dynamics is its seamless integration within the Dynamics 365 environment, ensuring a smooth user experience without requiring users to switch between multiple applications. The interface is thoughtfully designed with a familiar Dynamics 365 aesthetic, making it easy to navigate and operate. Users can manage files effortlessly within a single, unified platform, benefiting from a range of convenient features such as drag-and-drop functionality, deep search capabilities, and file previews.
Pros & Cons
- +Integrates Dynamics 365 CRM with SharePoint, Azure Blob Storage, and Dropbox.
- +Reduces CRM storage costs by moving attachments to cloud storage.
- +Provides secure data backup for CRM documents.
- +Easy file management directly from Dynamics 365 with drag-and-drop, previews, and deep search.
- +Supports bulk uploads and migration of large attachments (up to 1.5 GB).
- +Offers single sign-on and user access control.
- +Customizable email configuration and improved UI for better document handling.
- −Requires familiarity with Dynamics 365 CRM and cloud storage setups.
- −Dependence on cloud services may raise data privacy concerns.
- −Initial setup and configuration can be complex for non-technical users.
Features
Key features
- Saves Dynamics 365 Storage Space
- Integrates with cloud storage (SharePoint, Azure Blob Storage, Dropbox) to move attachments, emails, and notes, reducing CRM storage costs.
- Secure Data Backup
- Provides secure backup of Dynamics 365 CRM documents in the chosen cloud storage.
- Improved Document Management
- Enables easy access and management of files directly within the Dynamics 365 interface.
- Bulk Attachment Migration
- Offers a tool to migrate attachments in bulk to cloud storage.
- Supports Large Attachments
- Allows uploading and managing attachments up to 1.5GB.
Additional features
- Cloud Storage Integration
- Connects Dynamics 365 with SharePoint, Azure Blob Storage, and Dropbox.
- Storage Cost Optimization
- Reduces CRM storage expenses by moving data to less expensive cloud platforms.
- Email Body Migration
- Migrates the email body along with attached files.
- Large Attachment Support
- Handles attachments up to 1.5GB.
- UI Improvements
- Enhanced user interface for better document management.
- Custom Email Description
- Allows custom descriptions when sending files from Attach2Dynamics.
- Document Management within CRM
- View, manage, upload, download, rename, share, and delete files within the Dynamics 365 interface.
- Drag-and-Drop Functionality
- Offers drag-and-drop capabilities for file management.
- File Sharing
- Enables sharing of files directly from within Dynamics 365.
- Single Sign-On (SSO)
- Supports single sign-on for streamlined access.
- Deep Search
- Allows deep searching of files and folders based on user paths.
- File Preview
- Enables previewing files before downloading.
- Folder Creation
- Allows users to create folders in SharePoint, Dropbox, and Azure Blob Storage.
- Email Configuration
- Configure default from, to, cc, and bcc for emails.
- Bulk Upload
- Upload files/folders for multiple selected records from the Home Page.
- Bulk Attachment Migration Tool
- Provides a tool for migrating attachments in bulk.
- SharePoint Security Sync Compatibility
- Works seamlessly with SharePoint Security Sync to replicate Dynamics 365 security in SharePoint.
Pricing
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About Attach2Dynamics
Attach2Dynamics is a document management software from Inogic Tech that helps manage attachments in Dynamics 365. It provides options for bulk uploading, automatic storing, and version control so users can efficiently handle documents related to various records. This software allows users to attach files directly to Dynamics records, ensuring easy access and organization of important documents. Additionally, it supports various file formats and provides audit trails for tracking changes. Key capabilities: bulk upload automatic storage version control file format support audit trails Best for: businesses and organizations that need to maintain organized documentation within their Dynamics 365 environment.
Attach2Dynamics Details
Attach2Dynamics's In-App Market Place
Does Attach2Dynamics have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CNY (¥), INR (₹), MXN (Mex$), BRL (R$)
Pros & Cons
- Integrates Dynamics 365 CRM with SharePoint, Azure Blob Storage, and Dropbox.
- Reduces CRM storage costs by moving attachments to cloud storage.
- Provides secure data backup for CRM documents.
- Easy file management directly from Dynamics 365 with drag-and-drop, previews, and deep search.
- Supports bulk uploads and migration of large attachments (up to 1.5 GB).
- Offers single sign-on and user access control.
- Customizable email configuration and improved UI for better document handling.
- Requires familiarity with Dynamics 365 CRM and cloud storage setups.
- Dependence on cloud services may raise data privacy concerns.
- Initial setup and configuration can be complex for non-technical users.
Attach2Dynamics's Support Options
Email Address
support@inogic.comContact
+91 22614 68904Attach2Dynamics's Alternatives
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