Running out of Storage Space? Manage Documents/Attachments smartly within Dynamics 365 CRM!
Do you find it difficult to manage your Dynamics 365 CRM documents/attachments? Have you experienced space crunch while dealing with huge amount of customer data in your CRM?
If yes, then….Attach2Dynamics – a Preferred App on Microsoft AppSource – is what you need when it comes to managing documents/attachments and storage space in Dynamics 365 CRM.
To know how Attach2Dynamics will help you to achieve this feat, let’s have a brief look into some of its amazing features.
Integrate your CRM with Multiple Cloud Storages:
Attach2Dynamics gives you the option to store Dynamics 365 CRM documents/attachments in the following three cloud storages - SharePoint, Dropbox and Azure Blob Storage. You can use any or all three of the cloud storages at once as per your business requirement. Moreover, you can create multiple instances for each of your cloud storage connectors like SharePoint_1, SharePoint_2, Dropbox_1, Dropbox_2, etc. which will further help you to organize the documents efficiently. So, when it comes to freeing space in your Dynamics 365 CRM environment, Attach2Dynamics is your go-to app.
Effective Document/Attachment Management Tool:
You can now efficiently manage the file/folders stored in any of the cloud storages from within Dynamics 365 CRM using the user-friendly interface of Attach2Dynamics. Here, you will be able to perform multiple actions such as drag & drop files/folders, upload and download files/folders, create new folders, rename files/folders, view files, delete unwanted files, create anonymous links and so on.
All in all, an effective way to manage attachments/documents and improve your overall daily productivity.
Easy way to Copy/Move your Dynamics 365 CRM Notes/Email/Sales Literature Attachments:
You can now move or copy attachments related to a particular Entity to the cloud storage of your choice with the help of Attach2Dynamics. For this, you have to create entity configuration to move attachments for ‘Email’ entity, then as soon as you send/receive any email attachments it will be automatically moved to the respective folders in the cloud storage. Not only that, a link to the location will be left in its place for your reference. In the same way , you can copy/move your Dynamics 365 CRM Notes and Sales Literature Attachments.
Bulk Migration of History Data:
You can now easily move history Notes, Email and Sales Literature Attachments from Dynamics 365 CRM to SharePoint, Dropbox and Azure Blob Storage without interrupting your day-to-day activities by using the ‘Bulk Migration Jobs’ feature of Attach2Dynamics. Here, you can specify which history attachments to be moved, schedule the date and time to start the migration and also specify the period of which the files have to be moved. And when the migration job is complete, you will be given information about how much space has been cleared, the number and size of the processed, succeeded, ignored and failed records.
You can now control the access given to the users to perform actions like Upload, Download, Email, Copy Link, Delete, etc. by using the ‘Security Templates’ feature of Attach2Dynamics. It will help you to restrict the actions of users and allow them to perform only those actions for which you have granted permission. Suppose you want to restrict a particular user from downloading or deleting the files and folders from cloud storage then you have to simply configure a Security Template disabling the permission for download and delete actions for that user. With this ‘Security Template’ in effect, the user will not be able to perform download or delete actions. All in all, a quite effective way to ensure security of confidential data stored in cloud storages.
With all these amazing features, isn’t Attach2Dynamics an apt app for your organization?
To find out, download this fabulous document/attachment management app from our website or Microsoft AppSource for a trial period of 15 days .
Also, explore our premium version of Attach2Dynamics - SharePoint Security Sync – another one of our Preferred Apps on Microsoft AppSource – for seamless SharePoint & Dynamics 365 CRM integration.
Feel free to contact us at [email protected] for more information or a quick personal demo.
Till then – Be Safe, Be Healthy!