Attach2Dynamics has covered a huge milestone in a limited period of time and continues to pave its way in the process. This app for Dynamics 365 CRM and PowerApps is now a preferred solution on Microsoft AppSource. It does cater to all industries but one of the industries that have benefitted majorly with Attach2Dynamics is Finance or Banking. Keeping in mind that cloud storage integration has set a benchmark in the field of attachment management, we are going to have a walkthrough of how this industry has leveraged Attach2Dynamics to derive maximum ROI.
Rhea is the Chief Financial Officer of her bank and she is popular for adopting smart techniques to pursue her tasks. She uses Attach2Dynamics within her Dynamics 365 CRM for an end to end attachment management solution. The feature she loves most is drag and drop. She has also communicated to other teams in her firm to use Attach2Dynamics for cloud storage integration and perform a quick variety of actions as per their requirements like drag and drop attachments to cloud storage, rename files and folders, create anonymous sharable link of attachments, Bulk migration of history attachments, etc. from Dynamics 365 CRM.
By using Attach2Dynamics her workload has turned into feather since her CRM is planned at the optimum-level and all attachments are well-organized in cloud storage. Rhea uses drag and drop feature for almost 90% of attachment management and just drags the file and folders of new clients to her configured and required cloud storage. This way there is a link between her cloud storage and Dynamics CRM attachments and she can access these attachments right within CRM.
Now, she has introduced Attach2Dynamics to another department in her organization and they love the concept of cloud storage integration. The only concern is that they have some already existing attachments in their CRM and they don’t want to use half attachments in CRM and half in Cloud storage. Here, Rhea introduces to them Bulk Migration Job feature of Attach2Dynamics. With the help of Bulk Migration Job, they could easily migrate their existing attachments too to the cloud storage. So Jessica could easily migrate all her attachments to the cloud storage she was using.
Not just this, they could also share the anonymous link of their cloud storage attachment or email them to the user from Attach2Dynamics UI. The email can be sent as its link in storage or as attachment itself. Users can also rename, delete, copy and perform deep search on the files along with a bulk of other features.
Thus you have seen how with Attach2Dynamics the users can perform a plethora of functions on the attachments. It offers cloud storage integration to cloud storages viz. SharePoint, Dropbox and Azure Blob Storage.
For a free trial of 15 days download it from Microsoft AppSource or Website.
We would also like to break the ice about our new very smart app SharePoint Security Sync which provides selective access to users while accessing SharePoint based on their Security Role Privileges in Dynamics 365. Try it for free!
To know more how Attach2Dynamics or SharePoint Security Sync can help you get a strong control on security of documents in your Dynamics 365 CRM email us on crm@inogic.com
Happy Attachment Management!