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Let’s go through some of the prominent features of Attach2Dynamics one by one to see how it is the apt app for your organization.
When it comes to freeing space in your Dynamics 365 CRM environment, Attach2Dynamics is your go to app. With the help of Attach2Dynamics you can store documents/attachments in multiple cloud storages such as SharePoint, Dropbox and Azure Blob Storage. Not only this, you can create multiple instances for each of your cloud storage connectors like SharePoint_1, SharePoint_2, Dropbox_1, Dropbox_2, etc. which will enable you to organize the documents efficiently.
With the user-friendly interface of Attach2Dynamics, you can perform multiple actions on files/folders stored in the cloud storage from within Dynamics 365 CRM. You can drag & drop, upload and download files/folders to/from the cloud storage of your choice. Apart from this, you can create new folders, rename files/folders, get a preview of the files, delete unwanted files, create anonymous links of files to share it outside organization or send email with attachments and so on. With the ease to perform so many actions from Dynamics 365 CRM, you can efficiently and effectively manage documents/attachments and improve your productivity.
Attach2Dynamics helps to move or copy attachments related to a particular Entity to the cloud storage of your choice. If you enable configuration to move attachments for ‘Email’ entity, then as soon as you send/receive email attachments it will be automatically moved to the respective folders in the cloud storage and a link to the location will be left in its place for your reference. Similarly, you can enable entity configuration to copy/move Notes and Sales Literature Attachments.
With help of the ‘Bulk Migration Jobs’ feature, you can easily move history Notes, Email and Sales Literature Attachments from Dynamics 365 CRM to SharePoint, Dropbox and Azure Blob Storage in bulk without interrupting your day-to-day activities. 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. After the migration job is complete, it also gives you the information about how much space has been cleared, the size and number of the processed, succeeded, ignored and failed records. A quite handy feature to free Dynamics 365 CRM space and organize data in cloud storages.
Another benefit of using Attach2Dynamics is that you can control the access given to the users to perform actions like Upload, Download, Email, Copy Link, Delete, etc. with the help of ‘Security Templates’ feature. It restricts the user actions and the user can perform only those actions for which they are given permissions. So, if you want to restrict any user from downloading or deleting the files and folders from cloud storage then you have to simply configure a Security Template removing the permission for download and delete actions for that user. In this way, you can easily secure the confidential data stored in cloud storages.
Isn’t this what you were looking for?
You can also look into SharePoint Security Sync – a premium version of Attach2Dynamics just for SharePoint – A smarter way to Synchronize Dynamics 365 CRM and SharePoint Security Model.
Contact us at firstname.lastname@example.org for a quick personal demo or any more information related to effective document/attachment management within Dynamics 365 CRM/Power Apps.
Till then – Be Safe, Be Healthy!