Audience

Dynamics 365 CRM Users

About Attach2Dynamics

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.

Pricing

Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

Inogic
Founded: 2006
India
www.inogic.com

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support

Attach2Dynamics Frequently Asked Questions

Q: What kinds of users and organization types does Attach2Dynamics work with?
Q: What languages does Attach2Dynamics support in their product?
Q: What kind of support options does Attach2Dynamics offer?
Q: What other applications or services does Attach2Dynamics integrate with?
Q: What type of training does Attach2Dynamics provide?
Q: Does Attach2Dynamics offer a free trial?

Attach2Dynamics Product Features

Document Management

Electronic Signature
Email Management
Print Management
Access Controls
Version Control
Document Conversion
Archiving & Retention
Document Delivery
Full Text Search
Document Indexing
Document Assembly
Forms Management
File Type Conversion
Offline Access
Collaboration Tools
Document Archiving
File Recovery
Document Retention
Optical Character Recognition
Compliance Tracking
Document Capture