In a world where 87% of organizations use cloud-based CRM platforms, it’s clear that managing ever-growing volumes of data is a challenge everyone faces. Microsoft Dynamics 365 CRM users generate countless notes, email attachments, and sales literature—leading to soaring storage costs and sluggish performance that hinder even the simplest tasks.
The conventional fixes, like deleting attachments or purchasing more storage, aren’t sustainable fixes-they’re either a loss of valuable data or an ongoing expense.
Imagine a solution that not only saves your CRM storage space and costs but also guarantees seamless, secure document sync with SharePoint—all without any manual hassle.
Join our webinar to see how Attach2Dynamics and SharePoint Security Sync apps by Inogic can revolutionize your CRM management by:
- Automatically moving attachments from CRM to SharePoint, Azure Blob, or Dropbox.
- Instantly syncing and maintaining document security privileges between CRM and SharePoint.
- Enhancing system performance while slashing unnecessary costs.
Don’t miss this chance to transform your CRM document management-register now!
Webinar: How to Reduce CRM Storage Costs & Securely Sync Documents to SharePoint!
Register Now
Wednesday, 26th March 2025
4PM AEDT, 11AM CET, 11AM EDT
Key Highlights of the Webinar:
Attach2Dynamics
Attach2Dynamics is a document management solution that integrates CRM with multiple cloud storage platforms like SharePoint, Dropbox, and Azure Blob Storage. It allows users to perform various actions—such as download, delete, drag-and-drop, and upload—on files and folders stored in the cloud directly from CRM.
Some of the key features of Attach2Dynamics are:
- Multiple Cloud Storage Integration: Attach2Dynamics integrates CRM with SharePoint, Azure Blob Storage, and Dropbox, giving you the flexibility to choose the cloud storage service that best meets your needs.
- Bulk Migration: Easily transfer large volumes of CRM Notes, Emails, and Sales Literature attachments to cloud storage of your choice in bulk.
- Centralized Document Management: Keep all your Dynamics 365 documents in one place. Easily upload, download, and share files right from within your CRM.
- Large File Support: Upload and download files up to 1.5 GB on cloud, making it perfect for large files like images, videos, and presentations.
- User-Friendly Interface: The simple interface lets you drag and drop files, rename, delete, and move folders with ease—no technical expertise needed.
- Granular Security: Using the security templates, set detailed permissions for actions so that only authorized users can upload, delete, or make other changes.
- Move Email Attachments: Automatically move email attachments and body content from CRM to cloud storage.
- Seamless Outlook Integration: Easily drag and drop emails and their attachments from Outlook to cloud storage with the Attach2Dynamics UI.
SharePoint Security Sync
SharePoint Security Sync is a CRM document security management solution that automatically syncs CRM security privileges to SharePoint document access permissions. This ensures that documents and records stored in SharePoint have the same level of security as those in CRM.
Some of the key features of SharePoint Security Sync are:
- Auto Sync Privileges: Automatically sync Dynamics 365 CRM security privileges with SharePoint.
- Custom Folder Structures: Customize folder structures in SharePoint to overcome library limit of 5000 items.
- Flexible Metadata: Organize documents in SharePoint using customizable columns based on SharePoint metadata.
- Copy/Move Attachments: Copy or move Notes, Email, and Sales Literature attachments from CRM to SharePoint.
- Email Content Migration: Automatically migrate email body content from CRM to SharePoint.
- Activity Folder Organization: Create multiple folders for activity entities in SharePoint.
- Hierarchical Subfolder Sync: Create and sync subfolders based on CRM’s hierarchical structure with SharePoint.
- File-Level Synchronization: Migrate files and sync file-level privileges based on various access-level permissions like Business Units, Parent-Child Business Units, or Organization.
Interested! Reserve your spots now!
If you are curious to try Attach2Dynamics and SharePoint Security Sync, you can install both of these apps for a free 15-day trial from our website or Microsoft AppSource.
Want to know more about these amazing apps? Watch these engaging product demo videos of Attach2Dynamics and SharePoint Security Sync.
Have a question? Feel free to mail us at crm@inogic.com to get a personalized demo of the apps.