This video explores how Attach2Dynamics enhances file management in Dynamics 365 CRM by seamlessly integrating with cloud storage platforms like SharePoint, Dropbox, and Azure Blob Storage. The Security Templates feature allows administrators to control user access to functions like upload, download, and email. Other features include drag-and-drop functionality, bulk upload, file management actions, shareable links, audit and tracking, seamless folder structure view, email attachments, and metadata synchronization. Attach2Dynamics offers a 15-day free trial and can be downloaded from Inogic or Microsoft AppSource. For a personalized demo, email crm@inogic.com.
Login now to access my digest by 365.Training