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5 smart ways to manage Attachments and Disk Space in Dynamics 365 CRM

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5 smart ways to manage Attachments and Disk Space in Dynamics 365 CRM

Document management forms a crucial part of any business activity. Without proper document management system there are bound to be errors resulting in delay of accomplishing important business activities. Here, Attach2Dynamics has played a major role in substantially improving the management of documents or attachments in Dynamics 365 CRM. With Attach2Dynamics management and storage of document or attachments became more flexible and cost effective.

In our previous blog you have been introduced to Attach2Dynamics – a Microsoft Preferred Solution on AppSource - that manages document or attachments on cloud storages.

Here, in this blog you will see How, What and Why Attach2Dynamics is necessary for seamless management of documents or attachments in three different cloud storages i.e. SharePoint, Dropbox and Azure Blob Storage.

What is Attach2Dynamics?

Attach2Dynamics, as the name suggests is a productivity app that provides seamless integration of Dynamics 365 CRM with cloud storages like SharePoint, Dropbox and Azure Blob Storage for document or attachment management needs. Attach2Dynamics enables you to perform common file management actions like upload, download, create folders, rename folders, view files, delete files, deep search, create sharable links, attach files to emails, etc. right within Dynamics 365 CRM without having to navigate to the cloud storage application. Moreover, you can move attachments in bulk to cloud storages without interrupting the ongoing activities.

How does it benefit?

Attach2Dynamics ensures seamless document or attachment management from right within Dynamics 365 CRM. This benefits the Dynamics 365 CRM users in the following manner:

Release Dynamics 365 CRM space

With Attach2Dynamics you can easily free your Dynamics 365 CRM storage space by copying/moving Notes, Email and Sales literature attachments directly to SharePoint, Dropbox & Azure Blob Storage. In this way you can make optimum use of available Dynamics 365 CRM space for other activities without any fuss.

User-Friendly UI

Attach2Dynamics has a user-friendly UI which allows easy user-adoption. You can easily navigate through multiple features and functionalities of Attach2Dynamics. Drag and drop of files and folders, create folders, rename, email, etc. can be performed with ease.

Multiple Cloud Storages Supported

By backing up your Dynamics 365 CRM data on cloud storages you can save a lot of Dynamics 365 CRM space. To enable this Attach2Dynamics supports creation of multiple instances of same cloud storage such as SharePoint_1, SharePoint_2, Dropbox _1, Dropbox_2, Azure_1 and so on. This ensures more storage space at your disposal for document or attachment management. You can now easily bifurcate and store data across multiple instances as per your convenience.

File Management in Dynamics 365 CRM

Files and folders can be easily uploaded/downloaded from right within Dynamics 365 CRM with Attach2Dynamics. Moreover, you can configure Notes, Email and Sales Literature attachments to be moved to cloud storages thereby freeing storage space in Dynamics 365 CRM.

Access Control of Action

You can now control the access given to Dynamics 365 CRM users over various features of Attach2Dynamics such as Upload, Download, Email, Copy Link, Rename, etc. in all three cloud storages – SharePoint, Dropbox and Azure Blob Storage. With this you can easily delegate workload and supervise user activities.

Why use Attach2Dynamics?

Prior to Attach2Dynamics, it was difficult for Dynamics 365 CRM users to perform basic functions such as uploading/downloading multiple files and folders to/from cloud storage. And SharePoint was the only cloud storage that was natively integrated with Dynamics 365 CRM. With Attach2Dynamics, came the user friendly UI that enables users to perform all functions such as drag & drop, upload/download, email, copy link, preview, deep search, etc. with ease. It ensures an efficient way to store and manage document or attachments in multiple cloud storages such as SharePoint, Dropbox and Azure Blob Storage. Thus, Attach2Dynamics can be rightfully claimed to be an ideal solution for seamless document or attachment management in cloud storages from right within Dynamics 365 CRM.

For more information, download the app from our Website or Microsoft AppSource for a FREE trial of 15 days.

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