Attach2DynamicsInogic
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Related Products
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About
Attach2Dynamics is a document management solution which provides seamless attachment management in multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage 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 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 to provide it in the email directly from within Dynamics 365 CRM.
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About
Share documents defining read-only, review, comment, or full access. Set individual permissions or provide access to a team with one click. Secured links to external users also possible. Create and edit text documents, spreadsheets and presentations using integrated online editors. 100% compatible with Microsoft formats. Quickly and accurately file emails into your LEGALX document management system. Easily set rules to automatically file emails and map folders. Automatically keep all the files within specific folders organized, up-to-date, and available on the cloud, your mobile devices and local computer. Define and maintain directory structures to keep file organization uniform across all devices. Securely communicate with your team via personal messages or group conversations. Create a virtual workspace for every project with access control and audit trail. Secured video meetings for multiple participants with features including share screen, recording, waiting room, etc.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Dynamics 365 CRM Users
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Audience
All-in-one cloud document management and productivity solution for companies wanting to manage work efficiently and stay focused on what’s important
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationInogic
Founded: 2006
India
www.inogic.com
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Company InformationCloudwork
Founded: 2018
China
cloudwork.ai/product
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Categories |
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Integrations
Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint
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Integrations
Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint
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