Attach2DynamicsInogic
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DocXtenderInsight Works
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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
DocXtender from Insight Works is a free utility that enables users to attach documents to any page in Business Central with a simple drag and drop. DocXtender™ works with any page in Business Central that supports attachments. With DocXtender™, you’ll easily associate customer POs to orders; invoices to POs; quality documents to receipts; or any other file to pages in Business Central.
* Save significant time by not having to search for files. Files are stored with your Business Central record so you, and others, always know where they are.
* Don’t lose another document. By attaching your documents to Business Central records they are available when you need them.
* Fire and floods can’t destroy your digital documents as they can paper.
* Reduce your carbon footprint by eliminating the need to manage paper documents.
* Support for SharePoint: Choose a SharePoint folder in which to store documents dragged to Business Central.
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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
Organizations that use Dynamics 365 Business Central and need a drag and drop document management solution
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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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Pricing
No information available.
Free Version
Free Trial
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Pricing
Free
DocXtender is a free app for Dynamics 365 Business Central
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 InformationInsight Works
Founded: 2008
Canada
www.dmsiworks.com
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Categories |
Categories |
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
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Integrations
Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft SharePoint
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Integrations
Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft SharePoint
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