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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Attach2Dynamics is an innovative document management tool that allows users to efficiently manage attachments across various cloud storage services such as SharePoint, Dropbox, and Azure Blob Storage directly from Dynamics 365 CRM. It incorporates user-friendly features like drag-and-drop functionality, the ability to browse, and the option to select multiple files or entire folders for upload to the preferred cloud service at once. The interface is designed for easy navigation, allowing users to view all files and folders linked to the current record within the configured cloud storage. Additionally, users can perform a variety of actions such as renaming, creating, emailing, deleting, and previewing files or folders, as well as generating shareable links for easy email distribution, all without leaving the Dynamics 365 CRM environment. This comprehensive integration enhances collaboration and streamlines document handling processes for businesses.

Description

CB Dynamics 365 SharePoint Permissions Replicator closes the security gap and protects your documents by an automatic synchronization between Dynamics 365 privileges and SharePoint permissions. This is the only solution available on the market that does this. Fully automated, ensure safety and security for all Dynamics 365 / CRM documents. There are no more risks of data loss, reputational risk or GDPR violations. Our solution replicates D365 permission schema, and ensures that SharePoint folders conform to your CRM security model. CB Replicator monitors privileges for D365 data items and synchronizes these modifications to respective SharePoint items - instantly and automatically. It works well with SharePoint Structure Creator and the CB D365 Seamless Attachment Extractor.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Azure Blob Storage Yes 
Connect Bridge No 
Dropbox Yes 
Dynamo Software No 
Microsoft Dynamics 365 Yes 
Microsoft SharePoint Yes 

Integrations

Azure Blob Storage No 
Connect Bridge Yes 
Dropbox No 
Dynamo Software Yes 
Microsoft Dynamics 365 No 
Microsoft SharePoint No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$4 User /Month
Solution available as SaaS, On-Prem or in Microsoft Azure
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Connecting Software

Founded

2007

Country

Austria

Website

www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/

Product Features

Document Management

Access Controls No 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Product Features

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

Document Control

Archiving & Retention No 
Automated Routing No 
Change Management No 
Compliance Management No 
Electronic Signature No 
Escalation Management No 
Periodic Review No 
Version Control No 

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

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