Simplifying Attachment Management and Reducing Storage Costs in Microsoft Dynamics 365 CRM with New Release!

Attach2Dynamics has brought about a significant transformation for users of Dynamics 365 CRM. It seamlessly integrates CRM with well-known cloud storage platforms such as SharePoint, Azure Blob Storage, and Dropbox. We’re thrilled and honored by the ongoing positive feedback and 5-star ratings on Microsoft AppSource for Attach2Dynamics. We also appreciate the feature requests and improvement suggestions we receive. At Inogic, we are committed to enhancing the user experience and functionality of our applications. With this in mind, our team has introduced some exciting new features to the Attach2Dynamics app.

In this blog post, we will delve into these fresh and innovative features and discuss how they can redefine the way you manage your document data in Dynamics 365 CRM.

Email Content Migration

Attach2Dynamics facilitates the migration of email attachments to the cloud. However, as time passes, the Email Body content also starts occupying storage space in Dynamics 365, leading to reduced storage availability and diminished system performance, as illustrated in the image below.

To tackle this issue, Attach2Dynamics now enables you to transfer Email Body content, encompassing messages, images, and gifs, from your CRM system to your designated cloud storage SharePoint, Dropbox, or Azure Blob Storage.

This feature represents a transformative advancement, delivering savings on storage space, which translates to reduced IT expenses, enhanced data management, and an overall boost in user and CRM efficiency.

Key Highlights:

• Move email content, which includes messages, images, and gifs, to cloud storage.
• Retain crucial email details like sender, recipient, date, and attachments.
• Configure the migration of Email Body content to specific cloud storage options, such as SharePoint, Dropbox, or Azure Blob Storage.

Use Case:

Imagine you are a sales manager using Dynamics 365, and you need to ensure that all email communications with a specific client are securely stored in your SharePoint account. With Attach2Dynamics, you can systematically migrate all email content from CRM to SharePoint. This ensures that critical email conversations are archived for future reference and compliance.

Customizable Email Description

Customization plays a vital role in effective data management, and Attach2Dynamics recognizes this importance. With the latest release, users now have the flexibility to effortlessly send emails to clients by embedding a link in the email body. This link, initially labelled with the default email description text “Link generated by Attach2Dynamics,” can be tailored to suit individual preferences.

Key Highlights:

• Personalize the email description text for links created by Attach2Dynamics to include specific information.

Use Case:

Let’s take NRG Enterprises as an example, where a diligent sales representative has carefully prepared a client quotation. To add a personal touch to the communication, the representative goes to the connector and customizes the Email Description text, as shown in the accompanying screenshot.

Subsequently, the sales representative uses the Attach2Dynamics button within the Account Entity and attaches the quotation through the Email Link feature found in the Attach2Dynamics user interface. So, the receiver is provided with a quotation in the form of a conveniently accessible link, which displays NRG Enterprises’ distinct identity, as outlined in the personalized email message that states, “This quotation is created by NRG Enterprises.” This efficient procedure enhances the level of professionalism in communication and the exchange of information.

Handling 100 Records

When dealing with extensive datasets, efficiency is of paramount importance. Attach2Dynamics has introduced the capability to select and handle as many as 100 records concurrently, simplifying your data management tasks and conserving precious time.

Key Highlights:

• Select and handle up to 100 records simultaneously to expedite data handling.

Use Case:

In your role as a customer support representative, there are often occasions when you need to simultaneously update numerous support tickets within Microsoft Dynamics 365 CRM. With the ability to handle up to 100 records at once, you can swiftly choose and update multiple tickets, resulting in time savings and quicker responses to customer inquiries.

Move Files Within Folders

Utilizing Attach2Dynamics has made the process of arranging your data in cloud storage more user-friendly. With Attach2Dynamics’ UI integrated into your CRM, you can now effortlessly relocate files into folders, streamlining the maintenance of a well-structured data hierarchy. This functionality streamlines the organization and retrieval of data.

Key Highlights:

• Enhance data organization by dragging and dropping files into folders.
• Easily uphold a structured and orderly data hierarchy.

Use Case:

Imagine you’re overseeing a project in SharePoint and require a reorganization of your project files. Attach2Dynamics’ ‘Move Files Within Folders’ feature empowers you to drag and drop files within folders, facilitating the efficient organization and accessibility of project documents for your team. This feature promotes collaboration and ensures that team members can readily locate the necessary files.

Increased Upload Capacity

Attachments can occasionally be sizable, but there’s no need to fret when you have Attach2Dynamics at your disposal! The latest enhancement in Attach2Dynamics now allows you to upload a single file with a maximum size of 1.5 GB. This expanded upload capability guarantees that you can effectively manage substantial files within Dynamics 365 CRM, transforming it into a potent tool for tasks involving data-rich content.

Key Highlights:

• Upload files of up to 1.5 GB in size, accommodating even the largest files.
• Enhanced flexibility in handling sizable attachments.

Use Case:

In your organization, you frequently deal with large design files that must be attached to CRM records for client presentations. Thanks to the increased upload capacity in Attach2Dynamics, you can effortlessly attach files as large as 1.5 GB. This ensures that your design team can seamlessly share substantial files directly from CRM, streamlining the client presentation process.

Explore these innovative features today by signing up for a complimentary trial!

These additions to Attach2Dynamics underscore its commitment to improving attachment management and reducing storage costs in Dynamics 365 CRM. With the introduction of email content migration, configurable links, enhanced record handling, folder management, and an increased upload capacity, Attach2Dynamics empowers users to take unprecedented control over their data.

Experience the capabilities of Attach2Dynamics with a 15-day free trial!

Are you prepared to revolutionize your approach to managing data in Dynamics 365 CRM? Now, you can embark on a 15-day journey to uncover the remarkable potential of Attach2Dynamics, the ultimate tool for seamlessly integrating your CRM system with popular cloud storage solutions.

Discover More: 

However, the story doesn’t end there! We understand your desire to delve deeper into Attach2Dynamics and fully harness its power. Here’s how you can gain further insight into this dynamic tool:

Visit Our Website: Delve into our website to gain a comprehensive understanding of Attach2Dynamics. Learn about its features, advantages, and how it can elevate your CRM experience.

Online Help Documentation: We have compiled an extensive resource of online help documentation to guide you through every facet of Attach2Dynamics. Whether you’re a beginner or an advanced user, our documentation will provide the answers you seek.

Explainer Video: Sometimes, visuals can communicate information more effectively. Watch our explainer video to witness Attach2Dynamics in action and gain insights into how it can simplify your data management.

Schedule a Demo: If you prefer a hands-on experience and personalized guidance, don’t hesitate to set up a demo with our experts. They’ll lead you through Attach2Dynamics and address any specific questions or use cases you may have.

For more information or assistance, don’t hesitate to contact us at crm@inogic.com. We’re here to support you on your journey toward more efficient and effective attachment management in Dynamics 365 CRM.

The post Simplifying Attachment Management and Reducing Storage Costs in Microsoft Dynamics 365 CRM with New Release! appeared first on CRM Software Blog | Dynamics 365.