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Attach2Dynamics integrates with multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage to provide seamless attachment management from within Dynamics 365 CRM. With its user-friendly UI, users can perform multiple actions such as drag & drop files/folders, upload/download files/folders, create, email, delete, preview files/folders, etc. with ease. It enables easy storage and management of attachments in cloud storage of your choice. With bulk migration of Email/Notes/Sales Literature to cloud storage the issue of running out of disk space in CRM is now virtually non-existent.
Attach2Dynamics is available for all deployment models beginning Dynamics 365 8.2 and Dataverse (Power Apps).
Features
• Drag and Drop: Drag and drop files/folders to Dropbox, SharePoint, and Azure Blob Storage
• File Management: Upload/ Download multiple files or folders to all three cloud storages with ease.
• Create Folders: Create folders as per requirement on cloud storages
• Anonymous Link: Generate anonymous link of files and folders to share multiple files/attachments from Dynamics 365 CRM
• Search: Deep Search files in the current and child folders to easily find a specific file
• Email: Directly attach files or link of the file(s) from cloud storage to a Dynamics 365 CRM email
• Copy/Move Attachments: Copy/Move Notes, Email, and Sales Literature Attachments to cloud storage systems
• Bulk Move Attachments: Move history Notes/Email/Sales Literature attachments in bulk to cloud storages
• Access Control of Actions: Supervise user actions on the use of various features of Attach2Dynamics such as Upload, Download, Email, etc. with Security Templates
• Delete: Delete unwanted files from all three cloud storages
• View Files: Preview files before downloading or sharing them
• Single Sign-on: Perform all actions in the context of logged-in user
• Open Folder: Open folders present on SharePoint Site directly using Attach2Dynamics UI


Supported Platforms
SharePoint Online
Azure
Microsoft 365
Power Platform
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Benefit #1

Attach2Dynamics provides native integration between CRM and multiple cloud storage like SharePoint, Dropbox and Azure Blob Storage.

Benefit #2

Allows users to drag and drop multiple files and folders from Dynamics 365 CRM to Dropbox, SharePoint and Azure Blob Storage

Benefit #3

Users can send links of files or files as attachments in an email using Attach2Dynamics.

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