Attach2Dynamics – a Preferred App on Microsoft AppSource – is a one stop solution for managing documents/attachments in multiple cloud storages from within Dynamics 365 CRM/ Dataverse (Power Apps). It is a productivity app that provides integration between CRM and cloud storages like SharePoint, Dropbox and Azure Blob Storage. It has an easy to view UI for viewing all the files & folders in the configured cloud storage against the current record. Users can drag & drop, browse, rename, create, email, delete, preview files/folders and generate sharable link of the file or the folder to provide it in the email directly from within Dynamics 365 CRM.
Highly Recommended, Attach2Dynamics is a great app to manage and control your images, docs, and files in bulk
Aug 25, 2022
byDavid buggy onAttach2Dynamics
Fantastic Product & Support
We are a reseller partner of Inogic but also use many of their solutions internally including Attach2Dynamics. The product is a great solution to minimize the consumption of expensive database storage by moving files to lower-cost storage like Sharepoint. Their support is absolutely fantastic.
Sep 13, 2022
byJan-Hendrik Wittchen onAttach2Dynamics
Best Solution for our requests!
We were looking for a solution that can be adapted to our needs and is very user-friendly for all users. With Attach2Dynamics and Inogic we have found a very good solution and a great partner! We are very satisfied and have been using the solution for over a year.
Jun 20, 2022
byMichael Kalinovich onAttach2Dynamics
Dynamics 365 specialist
The product is simple to use and can work around the crm API: it can not utilizes annotation, so core impact is minimal. Customer support is real 24/7, friendly and reliable. Update. We had an issue on Prod deployment on weekend, as we thought it was related to Attach2Dynamics. Inogic team respond with few minutes in Sunday Morning their time, assembled a team and joined the meeting within 15 minutes. It wasn't issue with Attach2Dynamics but they still helped as a lot to find the solution. Thanks Anmol and team. I would put it 7 stars, u deserve it.
Sep 5, 2022
byConnor Doherty onAttach2Dynamics
Works great exactly what we need, support comes back straight away on any questions we have. No problem recommending.
Aug 9, 2021
byMike Moorehead onAttach2Dynamics
Attach2Dynamics is a must have if you track emails
We implemented D365 for Sales for a client that required a migration of 5 years of emails and attachments. The total size of the related email and account document attachments exceeded 20GB. 20GB was the max allotment of storage in our instance. The base configuration and data added another 6GB so we were out of storage before we could go live. I will be happy to answer any questions about our experience with this ISV. Contact them and you can get my contact information. I will be happy to talk with you about our experience with Attach2Dynamics or put you in contact with one of our app dev resources for a technical discussion. We were able to alleviate this issue using Attach2Dynamics. This app allowed us to migrate the document attachments to SharePoint and maintain references/links to the files stored in SP on the email form.
The user experience for the end users is unaffected as well. The user can simply click on the link to the document on the email record and open the document without navigating to SP. The app UI is simple, refined and has very good logging. It is easy to see what was happening behind the scenes. We had visibility into all attachments and emails processed during and after the jobs were executed. To put it simply, the app just worked as advertised. Additionally, the consultants we worked with were pros. This group is well versed in all aspects of D365 and quickly solved our problem. If you are maxing out your storage in CRM then you should contact these folks and see if they can help out.
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