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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.

About

With this sales enablement tool, your home office controls access to all files and folders at all times. Instantly replace or update any file or folder from the back office to the field with the click of a mouse. No work for a sales rep to do. All the right files are always in all the right folders when they need them. The bSource Enterprise Content Management app allows you to password protect confidential folders and files to assure that your reps do not accidentally share or send them to your customers. You have access to create multiple levels of permission hierarchies so that you can deliver the correct material to the people who need it. The Enterprise Content Management for iPad allows your reps to import, create and manage their own content in the app and they can manage all non-confidential folders and files to best prepare and organize their daily sales calls and presentations.

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

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Dynamics 365 CRM Users

Audience

Enterprise Content Management platform for companies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Inogic
Founded: 2006
India
www.inogic.com

Company Information

Ai2
Founded: 1986
United States
www.ai2.com

Alternatives

Alternatives

EaseUS EverySync

EaseUS EverySync

EaseUS Software
Scanner App

Scanner App

BPMobile
Filently

Filently

Filently GmbH
Filently

Filently

Filently GmbH

Categories

Categories

Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Not Supported
Version Control Not Supported

Content Management Features

Audio Content Supported
Customizable Templates Supported
Document Indexing Supported
E-forms Supported
Full Text Search Supported
Image Editor Supported
SEO Management Not Supported
Text Editor Supported
Version Control Not Supported
Video Content Supported
Website Management Supported

Digital Asset Management Features

Asset Categorization Supported
Asset Library Supported
Asset Sharing Supported
Brand Control Not Supported
Customizable Branding Supported
File Conversion Not Supported
Metadata Management Not Supported
Mobile App Not Supported
Reporting/Analytics Supported
Search Within Document Not Supported
Search/Filter Supported
Version Control Not Supported
Watermarking Not Supported
Workflow Management Supported

Integrations

Azure Blob Storage Supported
Dropbox Supported
Microsoft Dynamics 365 Supported
Microsoft SharePoint Supported

Integrations

Azure Blob Storage Not Supported
Dropbox Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft SharePoint Not Supported
Claim Attach2Dynamics and update features and information
Claim Attach2Dynamics and update features and information
Claim bSource and update features and information
Claim bSource and update features and information