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Document Management within CRM

Attach2Dynamics

by Inogic

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Solution Overview

The default storage capacity for Database is 10 GB and for Files is 20 GB for Dynamics 365 CRM. Considering the daily amount of mounting customer data in CRM, managing existing space becomes crucial.

Attach2Dynamics is a document management solution which provides seamless attachment management in multiple cloud storages like Azure Blob Storage, SharePoint and Dropbox from within Dynamics 365 CRM. It enables features like drag and drop, browse, and choose multiple files or a folder at a single instance to upload to the Cloud Storage of your choice. It has an easy to view UI for viewing all the files & folders in the configured cloud storage against the current record. Users can further rename, create, email, delete, preview files/folders and generate sharable link of the file or the folder and email directly from within Dynamics 365 CRM.

Details

Click on any of the drop-downs below for further information:

Key Features
  • Integrate with multiple cloud services: Seamless integration with multiple cloud services like SharePoint, Dropbox, and Azure Blob Storage.
  • File Management: Drag and drop multiple files and folders to Dropbox, SharePoint, and Azure Blob Storage by using the user-friendly Attach2Dynamics UI.
  • Bulk Move Attachments: Users can move history Notes/Email/Sales Literature attachments in bulk from CRM to SharePoint, Dropbox or Azure Blob Storage without affecting their daily CRM activities.
  • Email: Without navigating from one UI to another UI, users can directly attach files or link of file(s) from cloud storage to a Dynamics 365 CRM email.
  • Access Control of Actions: With Security Templates within Attach2Dynamics, user actions such as Upload, Download, Email, Delete, View etc. can be easily controlled and supervised.
  • Deep Search: With Deep Search feature, users can easily search for files/folders in the current and child folders.
Key Benefits
  • Reduce cost and free storage space by moving data to alternate cloud storage systems
  • Easy availability of multiple cloud storage services for storing data
  • User-friendly interface makes the document management process quite simple to follow
System Requirements
  • Supported versions: Dynamics 365 CE v8.2 and above and Dataverse.
  • Supported Deployment type: On-Premises with IFD & Online.
Solution Overview (7-minute video)
Screenshots
Drag and drop multiple files and folders from Dynamics 365 CRM
Multiple Cloud Storage Integration
Security Template features

Useful Resources
Product Website

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Pricing

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About Inogic

Inogic, a Microsoft Gold Partner and leading Microsoft Dynamics ISV since 2007, has an exclusive focus on providing innovative apps and services for Microsoft’s Dynamics 365 CRM and Power Platform solution. Their innovative products (5-star rated Preferred Apps on Microsoft’s AppSource) and services help organizations enhance their Dynamics 365 CRM and Power Platform user experience, enabling them to transform their businesses and achieve a higher return on their CRM investment.

For more information, please visit: inogic.com