Attach2Dynamics logo
0(0 reviews)
Software Status:Active

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

Vendor
Inogic Tech
Year Launched
2006
Location
Navi Mumbai, India
Deployment
cloud
Training Options
videos
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Chinese
Users
CRM Administrators, IT Managers, Data Migration Specialists, Sales Managers, Customer Service Representatives, Document Management Specialists, Business Analysts, System Integrators, Project Managers, Compliance Officers
Industries Served
Finance, Healthcare, Manufacturing, Professional Services, Legal Services, Retail, Real Estate, Education, Telecommunications, Technology
Tags
Cloud Storage, Attach2Dynamics

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

Free trial
Free version
Request a quote
Promo Offer

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

Attach2Dynamics's Alternatives