Tag Archives: Dynamics CRM SharePoint Integration

Integrate Microsoft Dynamics 365 Customer Engagement and SharePoint with smart document management and Security Model sync!

Dynamics 365 CRM and SharePoint, used together, give organizations the benefits of extra storage space, better document management capabilities, and more. But this native Dynamics 365 SharePoint integration also creates some unintentional gaps that lead to security concerns. To fulfil these gaps, Inogic, one of the leading Microsoft Gold ISVs, has an intuitive SharePoint integration… Read More »

Free up Dynamics 365 CRM storage Space, Manage Attachments, Ensure data security – Multiple benefits with one app SharePoint Security Sync!

Managing attachments/documents in Dynamics 365 CRM/Power Apps is a crucial task. You never know when or what information you may need. And it is always easier to get any information if it is organized and stored systematically. But what if you lack space to store these attachments? And you need to store confidential information in… Read More »

Looking for a smart option to manage documents and disk space within Dynamics 365 CRM?

Don’t look further! Attach2Dynamics – one of our Preferred Apps on Microsoft AppSource – is what you need. How? Let’s go through some of the prominent features of Attach2Dynamics one by one to see how it is the apt app for your organization. Seamless Integration with Multiple Cloud Storages When it comes to freeing space… 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 »

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 »