Category Archives: Attach2Dynamics

Control the way Attachments are stored on SharePoint, Dropbox & Azure Blob Storage within Dynamics 365 CRM with Security Templates!

Attach2Dynamics

Attach2Dynamics – a Microsoft Preferred Solution – has certainly brought about efficient storage and management of Dynamics 365 CRM attachments in all three cloud storages i.e. SharePoint, Dropbox and Azure Blob Storage. It smartly caters to each and every need related to attachment management in Dynamics 365 CRM. Thus, in a short period of time… Read More »

Install Apps from AppSource where tenant is split into Multiple Geo

Microsoft AppSource

Microsoft AppSource is a one-stop marketplace for various Dynamics 365 Business application needs. AppSource could be called as App Store, but for Dynamics 365 Business Applications. Recently, we came across a scenario, where a client was trying to install one of our products, but he couldn’t see his production environment in the instance picker. After… Read More »

Attach2Dynamics tricks – Unable to create anonymous link of file in SharePoint within Dynamics 365 CRM

Attach2Dynamics tricks – Unable to create anonymous link of file in SharePoint within Dynamics 365 CRM

Introduction Attach2Dynamics integrates cloud storages like Dropbox, Azure Blob and SharePoint seamlessly within Dynamics 365 to allow easy access to files related to CRM records including drag and drop multiple files and folders feature. Files stored on these cloud storages with Attach2Dynamics can be accessed by creating anonymous shareable link. During one of our implementation… Read More »

Drag, Drop, Preview and now control the way attachments are stored in SharePoint, Dropbox or Azure Blob Storage within Dynamics 365 CRM!

Drag drop

Thank You for all your feedback on how Attach2Dynamics is helping you to manage attachments on SharePoint, Dropbox & Azure Blob Storage within Dynamics 365 CRM and how more enhancements will help you be more productive and the app more user friendly. Our last release saw the addition of Azure Blob Storage to the existing… Read More »

New Release of Attach2Dynamics – Support for Azure Blob Storage & Move/Copy Sales Literature Attachments

Attach2Dynamics

Each time with our new release, we ensure that your tasks are carried out effectively and efficiently. Initially Attach2Dynamics supported SharePoint and Dropbox cloud storage systems. However, keeping in mind the growing popularity and demand of Azure Blob Storage, we realized the need to incorporate it too in our product. Hence, to make the task… Read More »

Bulk Migrate Dynamics 365 CRM Notes or Email Attachments to SharePoint or Dropbox using Attach2Dynamics

Bulk Migrate Dynamics 365 CRM Notes or Email Attachments to SharePoint or Dropbox

Attach2Dynamics not only facilitates integration between Dynamics 365 CRM and SharePoint but also provides integration of Dynamics 365 CRM with Dropbox. This is not all, our team of solution architects have been continuously working on extending this support to other cloud storages like Google Drive, Azure Blob Storage, Azure Data Lake Storage, One Drive and… Read More »

Manage your Dynamics 365 CRM Storage Space by moving or copying Email Attachments to SharePoint or Dropbox using Attach2Dynamics

Attach2Dynamics

With the release of our new product Attach2Dynamics we have completely redefined management of Dynamics 365 CRM documents on SharePoint and Dropbox. Although Dynamics 365 CRM is an extremely powerful tool that has native integration with SharePoint, not many features are supported in this integration. For instance, Dynamics 365 CRM allows Uploading single file at… Read More »

Register Now for our Live Webinar – Manage Dynamics 365 CRM documents on SharePoint and Dropbox – The Windows Explorer Way!

A2D Webinar image

As you must have noticed, managing documents in Dynamics 365 CRM on Cloud Storages is yet to evolve. SharePoint is the only Connector with native integration in Dynamics 365 CRM however, there are not many functionalities that are inherently supported in this integration. Besides, wouldn’t it be an optimum solution if multiple Connectors could be… Read More »

Announcing Attach2Dynamics – Drag, Drop and Manage Dynamics 365 Documents in SharePoint or DropBox – The Windows Explorer Way!

Attach2Dynamics

We have been popularily known as the clicks saving family 😉 .. after Click2Clone (One Click Solution to Clone your Dynamics 365 CRM records) and Click2Export (One Click Solution to Export your Dynamics 365 CRM reports and word templates using workflow). It was time to work on our next assignment to save clicks. We have been… Read More »