Attach2Dynamics or SharePoint Security Sync – Seamless document management within Dynamics 365 CRM

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Most of you would be familiar with our popular document management apps for Dynamics 365 CRM/Dataverse (Power Apps) – Attach2Dynamics and SharePoint Security Sync.

Both our solutions are Preferred Apps on Microsoft AppSource and there are many similarities between them when it comes to document/attachment management in Dynamics 365 CRM. But there quite some factors that makes them distinct and unique.

So, let’s get acquainted with a few of the similar and distinct features of Attach2Dynamics & SharePoint Security Sync.

Two peas in a pod!

Seamless Document/Attachment Management:

With the user-friendly interface of Attach2Dynamics, which is similar for both apps, 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 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 with Dynamics 365 CRM, you can efficiently and effectively manage documents/attachments and improve your productivity.

Copy/Move Notes/Email/Sales Literature Attachments with ease:

Using both apps, you can move or copy attachments related to a particular Entity to cloud storage. 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.

Bulk Migration of History Data:

With help of the ‘Bulk Migration Jobs’ feature in both apps, you can easily move history Notes, Email and Sales Literature Attachments from Dynamics 365 CRM to cloud 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.

Manage User Actions:

Another similar feature 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’. 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 storage.

Cappuccino and Latte!

First, let’s have a look at the distinct feature of Attach2Dynamics.

Seamless Integration with Multiple Cloud Storages:

This is one of the factors that makes Attach2Dynamics distinct from SharePoint Security Sync. With Attach2Dynamics you can store documents/attachments in three different cloud storages, namely, 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 more efficiently.

Seamless document management

Seamless document management Now, let’s see the distinct features of SharePoint Security Sync.

Auto-Sync Dynamics 365 CRM and SharePoint Security Privileges

With SharePoint Security Sync, you can now ensure secure and reliable access to all confidential documents stored in SharePoint. By syncing Dynamics 365 CRM security privileges and SharePoint permissions, SharePoint Security Sync ensures that each and every change made to the security role of a user in Dynamics 365 CRM is automatically replicated in SharePoint. This would restrict unauthorized SharePoint users from accessing private documents and sensitive data which was previously possible even if they didn’t have CRM privileges to do so.

Seamless document management

Seamless document management

Seamless document management

Seamless document management

DocuSign Integration

DocuSign, as you know is one of the most popular eSignature apps used to electronically sign and annotate documents in any format of your choice – PDF, Word, Excel, Images, Text and so on. Now, with SharePoint Security Sync, you can avail the benefits of DocuSign to electronically sign and send Dynamics 365 CRM documents stored in SharePoint without navigating from one UI to another.

Seamless document management

Seamless document management

Seamless document management

Seamless document management

Quite interesting, isn’t it?

Even if they are similar yet distinct, these apps will ensure that your day-to-day document management activities are carried out smoothly without any hassles.

So, don’t wait! Explore these amazing features of Attach2Dynamics & SharePoint Security Sync from our website or Microsoft AppSource for a trial period of 15 days.

And do let us know about your choice at [email protected]

Until then – Stay Safe, Stay Healthy and Choose Wisely!