Attach2Dynamics - Attachments & Documents Management for Optimized Storage in Dynamics 365 CRM

About This Solution

Attach2Dynamics helps you migrate heavy attachments, reduce Dynamics 365 storage costs, and streamline document operations with a modern, intuitive interface. Users can drag-and-drop files, create folders, preview documents, share anonymous links, search deeply within folders, and migrate attachments in bulk, all without leaving Dynamics 365 CRM.

Try it free for 15 days, or request a personalized demo today!

Website | Microsoft AppSource

Key Features of Attach2Dynamics

With Attach2Dynamics, you can:

Connect Dynamics 365 CRM with Multiple Cloud Storages

Integrate your CRM with SharePoint, Dropbox, and Azure Blob Storage to store and manage documents outside Dynamics 365, significantly reducing storage expenses.

Drag-and-Drop Multi-File Management

Upload files and folders up to 1.5 GB via simple drag-and-drop. Download, preview, rename, delete, or organize files all from one unified UI.

Efficient File & Folder Operations

Perform bulk uploads, downloads, deletions, and folder creation directly inside Dynamics 365 CRM. Improve productivity with fast and intuitive document handling.

Advanced Search Within Nested Folders

Quickly locate documents using deep search functionality across current and child folders.

Create & Share Anonymous Links

Generate anonymous URLs for sharing documents or folders securely, perfect for collaboration without exposing CRM access.

Email Integration for Cloud Attachments

Attach files or share links from SharePoint, Azure Blob, or Dropbox directly in CRM email records.

Copy/Move CRM Attachments

Save space by moving or copying Notes, Emails, Sales Literature, and Email Body Content to cloud storage.

Bulk Attachment Migration

Migrate thousands of attachments, history notes, emails, and sales literature to cloud storage and reclaim significant CRM space.

Role-Based Access Through Security Templates

Control who can upload, preview, download, delete, or share files using robust security templates.

Business Benefits

Organizations using Attach2Dynamics benefit from:

Reduced CRM Storage Costs
Offload heavy attachments to cost-efficient cloud storage providers.

Improved Document Management
Deliver a unified experience for managing attachments across multiple cloud platforms.

Faster Performance & Better Productivity
Drag-and-drop, search, preview, and bulk operations reduce administrative overhead.

Flexible, Multi-Cloud Scalability
Choose the cloud provider that fits your IT architecture, or use all three.

Deployment and Compatibility

• Supports Dynamics 365 CRM Online, Dataverse, and Power Apps
• Compatible with CRM v9.x and above

Why Choose Attach2Dynamics?

Unlike native CRM attachment storage, Attach2Dynamics brings true multi-cloud document management, advanced file operations, and robust migration capabilities, making it indispensable for organizations looking to scale effectively while reducing storage costs.

Its simple UI, deep file controls, and multi-storage flexibility make it the most versatile attachment management solution for Dynamics 365 CRM.

Demo and Trial

Start your 15-Day Free Trial or email us at crm@inogic.com to schedule a personalized demo.