Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Bring any type of document into Pincette and manage folders and files effortlessly, just as you would in a traditional setting. You have complete authority over the visibility and edit permissions for each document, making user groups a valuable tool for simplifying management. Leverage full-text search capabilities alongside metadata to swiftly locate any document you need. Organize your documents according to their categories and take advantage of smart folders to access your most-used files rapidly. The comprehensive audit trail tracks every action taken, ensuring that you are informed about who interacted with which document and when. Additionally, enjoy the benefits of version management for all documents and folders to maintain organization and improve workflow efficiency. This level of control and organization enhances productivity and collaboration among team members.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Azure Blob Storage
Yes
Dropbox
Yes
Microsoft Dynamics 365
Yes
Microsoft SharePoint
Yes
Integrations
Azure Blob Storage
No
Dropbox
No
Microsoft Dynamics 365
No
Microsoft SharePoint
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$40 per month
Free Trial
No
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
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Inogic
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
Pincette
Founded
2010
Country
Belgium
Website
www.pincette.biz
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
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
Yes
Document Assembly
Yes
Document Capture
No
Document Conversion
Yes
Document Delivery
Yes
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
No
Email Management
No
File Recovery
Yes
File Type Conversion
Yes
Forms Management
No
Full Text Search
Yes
Offline Access
Yes
Optical Character Recognition
Yes
Print Management
No
Version Control
Yes