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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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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
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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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
Not Supported
Free Trial
Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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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 |
Categories |
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Integrations
Azure Blob Storage
Supported
Dropbox
Supported
Microsoft Dynamics 365
Supported
Microsoft SharePoint
Supported
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Integrations
Azure Blob Storage
Not Supported
Dropbox
Not Supported
Microsoft Dynamics 365
Not Supported
Microsoft SharePoint
Not Supported
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