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Average Ratings 0 Ratings

Total
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

iCoordinator™ is a cloud-based platform designed for the secure storage and seamless sharing of documents, catering to organizations, companies, and projects that require diverse collaboration options and mobile access, while also offering robust access control, document viewing features, and notifications for updates. This innovative solution has been developed in response to the growing demand from enterprises for enhanced permission management, the ability to use metadata for file organization with labels and smart folders, as well as the convenience of sending attachments directly into designated folders within the EFSS (Enterprise File Sync and Share) environment. By utilizing iCoordinator™, organizations can effectively manage sensitive business information while ensuring that users have secure access, easy collaboration, and straightforward sharing capabilities. Additionally, the iCoordinator™ Customer portal empowers companies to share vital documents with their customers and suppliers at an affordable and predictable rate, further streamlining business communication and document management processes. Ultimately, this solution not only meets but exceeds the needs of modern organizations in a rapidly evolving digital landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

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

$4.00/month/user
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 No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
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 No 

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) No 
In Person No 

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Designtech Solutions

Founded

1999

Country

Sweden

Website

www.designtech.se/en/icoordinator

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 No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management No 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration No 
Document Management Yes 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization Yes 
Search No 
User Management No 
Version Control Yes 
Workflow Management No 

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