Save Dataverse Storage Space
Integrate Dynamics 365 CRM with Azure Blob Storage, Dropbox and SharePoint with Attach2Dynamics
Delivered Happiness Globally!
What's Attach2Dynamics?
Attach2Dynamics by Inogic is a storage and file management app for Microsoft Dynamics 365 CRM. It seamlessly integrates Dynamics 365 CRM with cloud storage like SharePoint, Azure Blob Storage, and Dropbox. This integration empowers you to significantly reduce expenses on additional storage by moving emails, email attachments, notes, and other CRM documents to your chosen document management system.
Attach2Dynamics is not just about cost optimization; it also ensures secure data backup and enhances Dynamics 365 CRM document management, thereby streamlining operations and boosting efficiency.
Recent Updates
Migrate the email body along with the attached files.
Now upload and manage up to 1.5 GB of attachments.
Attach2Dynamics UI improvements for better document management.
Custom email description while sending files from Attach2Dynamics UI.
Information Vault
Benefits of using Attach2Dynamics
Save valuable Dynamics 365 data storage space and optimize storage costs.
Get a secure data backup of all your Dynamics 365 CRM documents.
Improved document management with easy accessibility to files stored in cloud storage.
Controlled access to user actions on files and folders.
Supported On
Dynamics 365 CRM
Online | Dataverse
Supported Storages
SharePoint (Online) | Dropbox | Azure Blob Storage
Attach2Dynamics works great in combination with its companion product SharePoint Security Sync that can replicate Dynamics 365 CRM security model in SharePoint!
Features
Here’s How It Elevates Your Document Management
Save Dynamics 365 Storage space
Is your CRM slowing down due to low storage space? And buying additional CRM storage is too costly for your business? Move your CRM data to an inexpensive cloud storage platform and save your storage capacity. With Attach2Dynamics, you can integrate your Dynamics 365 with multiple cloud storage platforms viz SharePoint, Azure Blob Storage, and Dropbox.
How does Attach2Dynamics save storage space and costs?
Do you have huge historical data that is eating up your disk space? Migrate them in bulk overnight to your configured cloud storage (SharePoint, Azure Blob Storage, and Dropbox) and clear your disk space.
Almost 70% of Dynamics 365 CRM storage is consumed because of email content and attachments. With Attach2Dynamics, move them to your preferred document management system in real-time without hampering accessibility. This way, no more worrying about heavy attachment emails taking up your storage space.
Access and Manage all documents from CRM
Eliminate the need to switch platforms. You can view and manage all the files and folders saved in your cloud storage with a user-friendly Attach2Dynamics Interface. Easily access, upload, download, rename, share, and delete files directly within the Dynamics 365 interface. Get drag-and-drop capabilities, file-sharing capabilities, and more with just a click!
More Features
Single Sign-on
With Attach2Dynamics providing support for single sign-on, all the actions can be now performed in the context of a logged-in user.
Deep Search
Attach2Dynamics allows Deep search for files and folders based on the current path of the users.
Preview Files
Users can view necessary files (data) with a single click before downloading them from cloud storage using Attach2Dynamics.
Create Folders
With the help of Attach2Dynamics, users will be able to create folders in SharePoint, Dropbox and Azure Blob Storage.
Configure Email Audience
Users can set default from, to, cc, and bcc for an email using the ‘Email Configuration’ feature of Attach2Dynamics.
Bulk Upload
Attach2Dynamics allows users to upload files/folders for multiple selected records directly from Home Page.
Transform Your Data Management:
The Ultimate Attach2Dynamics Guide
Streamline Processes, Enhance Collaboration, and Boost Productivity with Attach2Dynamics
testimonials
What Our Customers Are Saying?
Frequently Asked Questions
Attach2Dynamics provides Dynamics 365 SharePoint integration, Dropbox integration and Azure Blob Storage integration for managing and storing Dynamics 365 CRM attachments
Yes, Dynamics 365 attachments/documents migrated to SharePoint, Dropbox, and Azure Blob Storage are easily accessible. By using Attach2Dynamics UI, one can easily perform a number of actions such as view, download, email, copy link, delete, etc. on the attachments stored in any of the three cloud storages. Also, the links of migrated Note attachments are stored in the note description. For Email and Appointment entity, a note is created against the entity where the attachment links are stored.
No, there is no such limit. The user can move history attachments using ‘Bulk Migration’ feature of Attach2Dynamics. Here, user can define the period for which the attachments can be moved to cloud storages such as X weeks or X months.
Using Attach2Dynamics, you can easily set up your Dynamics 365 SharePoint Integration. For step by step guide, watch our demo video: https://youtu.be/pZzZjULKGcs
Reach out to us today to know more!
