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Attach2Dynamics Drag and Drop multiple files and folders to Cloud Storage within your Dynamics CRM www.inogic.com crm@inogic.com.

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Presentation on theme: "Attach2Dynamics Drag and Drop multiple files and folders to Cloud Storage within your Dynamics CRM www.inogic.com crm@inogic.com."— Presentation transcript:

1 Attach2Dynamics Drag and Drop multiple files and folders to Cloud Storage within your Dynamics CRM

2 Key Features Upload/Download files & folders Upload & download multiple files and single folder to SharePoint and Dropbox. Drag and Drop multiple files & folders Drag & Drop multiple files and folders to SharePoint and Dropbox. Deep Search Tab Search for file and folders within hierarchies by entering keyword in search tab. Move/Copy Attachments Move or Copy Notes/ attachments to cloud storage and leave a path back on the Entity record. link or file as an attachment  Dynamics 365 CRM files as attachment or file’s link. . Shareable Link Generate shareable link with selected file and share it with required users. Rename files and folders based on your business requirement. Create Folder on the go

3 Available For SUPPORTED VERSIONS DEPLOYMENTS
MICROSOFT DYNAMICS and above. DEPLOYMENTS PARTNER HOSTED ONLINE

4 Drag and Drop multiple files & folders

5 Upload/Download files & folders

6 Get a Shareable link of files & folders

7 Email link or file as an attachment

8 Deep Search Tab

9 Move Dynamics CRM Notes

10 Configuring Connectors

11 Entity Configuration

12 Next Steps Learn more about Attach2Dynamics today.
Get your free Attach2Dynamics trial now! Website | Infocentre


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