Webinar: Stop Overspending on CRM Storage Costs & Securely Sync Documents to SharePoint!

If you’ve ever found yourself frustrated with a sluggish CRM or drowning in endless attachments, notes, and emails, you’re not the only one. As of 2025, 94% of tech companies rely on CRM platforms, but with great data comes great (storage) responsibility.

You might have tried deleting old attachments to free up space, only to realize later that you needed them. Or maybe you’ve paid for more storage, but the costs keep adding up.

What if there was a better way?

Imagine freeing up CRM storage, cutting costs, and automatically syncing documents to SharePoint, without any manual work. Sounds like a dream, right?

Join our webinar to see how Attach2Dynamics and SharePoint Security Sync apps by Inogic can help you in CRM management by:

• Automatic Attachment Transfer – Move CRM attachments to SharePoint, Azure Blob, or Dropbox seamlessly.
• Synced Security Permissions – Ensure CRM security settings automatically apply to SharePoint document access.

What are you waiting for? Transform your CRM document management. Register now!

Webinar: How to Reduce CRM Storage Costs & Securely Sync Documents to SharePoint!

Register Now

Wednesday, 26^th March 2025

4PM AEDT, 11AM CET, 11AM EDT

Key Highlights of the Webinar:

Attach2Dynamics

Attach2Dynamics– Connect your CRM with cloud storage platforms like SharePoint, Dropbox, and Azure Blob through Attach2Dynamics. Effortlessly manage files and folders without leaving your CRM.

Key features of Attach2Dynamics:

• Cloud Storage Integration: Connect your CRM with SharePoint, Azure Blob, or Dropbox for seamless document handling.
• Bulk Migration from CRM to the cloud: You can move large volumes of email attachments, notes, and sales documents to cloud storage.
• Centralized Document Access: Manage, upload, download, and share files without leaving CRM.
• Large File Support: Transfer files up to 1.5 GB, including videos, images, presentations, etc.
• Easy-to-Use Interface: Drag and drop files, rename, move, or delete folders with zero technical expertise.
• Advanced Security: Set up user-based permissions to restrict access and prevent unauthorized modifications.
• Automatic Email Storage – Save email attachments and content to the cloud without any manual effort.
• Seamless Outlook Integration – Simply drag and drop emails and attachments from Outlook straight to cloud storage.
• User-Friendly File Management: Perform actions like upload, download, rename, copy link, email, create folders, etc. directly from the intuitive interface.

SharePoint Security Sync

SharePoint Security Sync– Automated CRM Security for SharePoint. Keep your documents safe by syncing CRM security settings with SharePoint access permissions automatically.

Key features of SharePoint Security Sync:

• Effortless Bulk Transfers: Move emails, notes, and sales documents to the cloud in just a few clicks.
• All-in-One Access: Upload, download, and share files directly from your CRM—no need to switch screens!
• Handles Large Files with Ease: Store files up to 1.5 GB, including videos, images, and presentations.
• User-Friendly Experience: Drag and drop, rename, move, or delete files—no technical skills required!
• Secure & Controlled Access: Set permissions to protect your data and prevent unauthorized changes.
• Automatic Email Attachment Storage: Save email files and content to the cloud without lifting a finger.
• Outlook Made Easy: Drag and drop emails and attachments from Outlook straight to cloud storage.
• Personalized Folder Setup: Create your own folder structure in SharePoint to organize CRM documents and attachments without worrying about file limits.
• Smart Metadata Mapping: Add custom details to documents and link them to CRM fields for better organization and easy access.

Ready to Get Started? Reserve your spots now!

Interested in Attach2Dynamics and SharePoint Security Sync? You can try both our apps for free with a 15-day trial! Install from our website or Microsoft AppSource.

Want a closer look? Check out our engaging product demo videos to see how Attach2Dynamics and SharePoint Security Sync can streamline your CRM storage and security.

Have questions? Our team is happy to help! Connect with us at crm@inogic.com for any queries or personalized demos.

Don’t miss out, secure your spot now!

The post Webinar: Stop Overspending on CRM Storage Costs & Securely Sync Documents to SharePoint! appeared first on CRM Software Blog | Dynamics 365.