Attach2Dynamics by Inogic is a seamless document management solution for Dynamics 365 CRM that integrates with popular cloud storage platforms like SharePoint, Dropbox, and Azure Blob Storage. It allows users to easily perform actions such as upload, download, email, and link files directly from CRM records. One of its key features is security templates, which… Read More »
Corporate professionals depend heavily on Microsoft Outlook for communication, document sharing, and decision-making. While using Outlook, email attachments are often stored on the local machine, or consume CRM storage. Additionally, some professionals may rely on third-party cloud solutions like SharePoint, Azure Blob, Dropbox, etc. to migrate email attachments to cloud storage. This process often results… Read More »
In every business, effective communication with clients and potential customers, along with real-time access and management of pertinent documents and data, is essential. Microsoft Teams serves as a robust solution, facilitating smooth collaboration and communication among team members and external collaborators. However, specific attention is required for file management within Microsoft Teams. Built upon SharePoint… Read More »
Document management is a critical part of any business, but it can be a daunting task. There are so many different solutions in the market, and it can be difficult to know which one is right for you. With the rise in low-code no-code solutions, you might have been considering using Power Automate for your… Read More »
Attach2Dynamics has been a game-changer for Dynamics 365 CRM users, providing seamless integration with popular cloud storage solutions like SharePoint, Azure Blob Storage, and Dropbox. We are delighted and honoured by the continuous positive feedback and 5-star ratings on Microsoft AppSource for Attach2Dynamics. And we also hear feature requests and improvement feedback as well. At… Read More »
In Microsoft Dynamics 365 CRM, businesses rely on notes and attachments to manage critical customer and process information. While notes capture free-form text and attachments include documents, images, and videos, these features are essential for recording interactions and sharing details. However, excessive attachments can quickly consume CRM storage, leading to performance issues when default limits… Read More »
Norton PVT LTD is a company that deals in precision equipment and understands the importance of keeping track of their communication with clients. They use Microsoft Dynamics 365 CRM to store and manage their email content and attachments. However, as their business grew, they found themselves exceeding the 20 GB file storage capacity of Dynamics… Read More »
Organizations using Microsoft Dynamics 365 CRM systems generate significant amounts of data daily. Although these systems provide a set amount of storage per user, this capacity often becomes inadequate as the business grows. Purchasing additional storage can be costly, with database and file storage expenses accumulating each month. Managing your Dynamics 365 CRM file storage… Read More »
In both personal and professional lives we like being organized, neat and tidy. No one likes to leave one’s home or office space in clutter. The famous phrase – A place for everything and everything in its place – aptly captures this sentiment. The same principle applies when it comes to managing documents/attachments in Dynamics… Read More »
Data management plays an important role in every organization. Every day there is a significant amount of data generated in your CRM in the form of Notes, Email, their attachments, etc. Therefore, it becomes necessary to establish a methodical process for managing this ever increasing mound of digital data in your CRM. For this, you… Read More »