Attachment & Document Management for Dynamics 365 CRM with SharePoint, Azure Blob - Attach2Dynamics

Managing attachments within Dynamics 365 CRM can quickly become expensive and restrictive due to storage limits and performance constraints. Large files, growing data volumes, and scattered document storage make it difficult for teams to access and manage documents efficiently.

Attach2Dynamics by Inogic helps organizations:

• Reduce Dynamics 365 storage costs by up to 80%
• Eliminate attachment size limitations (upload files up to 1.5 GB)
• Centralize document storage across SharePoint, Azure Blob, and Dropbox
• Enable seamless access to documents directly within CRM

By migrating attachments to cloud storage, Attach2Dynamics ensures your Dynamics 365 file storage remains lightweight, cost-efficient, and high performing, while providing a unified and secure document management experience.

Start your 15-day FREE trial or request a Custom Quote, and configure your preferred storage provider in minutes - no complex setup required.

Key Capabilities:

Advanced File Management

• Drag-and-drop upload of files and folders (up to 1.5 GB)
• Upload, download, copy, move, and organize documents
• Create and manage folders directly within Dynamics 365 CRM

Bulk Migration & Storage Optimization

• Migrate Notes, Emails, and Sales Literature attachments in bulk
• Move email content and attachments to cloud storage
• Reclaim CRM storage and improve performance

Secure Access & Sharing

• Role-based access using security templates within Dynamics 365 CRM
• Generate secure and anonymous sharing links
• Single Sign-On (SSO) for seamless user experience

Multi-Storage Flexibility

• Support for SharePoint, Azure Blob, and Dropbox
• Configure multiple instances of each storage provider (For example, SharePoint_1, SharePoint_2, SharePoint_3)
• Direct access to SharePoint folders within CRM

Search, Preview & Email Integration

• Advanced search across folders and subfolders
• Instant file preview without downloading
• Attach files or links directly to CRM emails

Attach2Dynamics supports all Dynamics 365 CRM entities and is compatible with Dynamics 365 v9.X and Dataverse (Power Apps), ensuring seamless deployment across environments.

Explore our Attach2Dynamics eBook to learn best practices for efficient Dynamics 365 document management, or visit our website, online docs, or video library for detailed guidance.

To schedule a personalized demo with our technology experts on Dynamics 365 CRM attachments storage, Dynamics 365 CRM Dropbox integration, or Dynamics CRM Azure Blob integration, reach out to us at crm@inogic.com.

Frequently bought together:

SharePoint Security Sync: A complete solution for integrating Microsoft Dynamics 365 CRM with SharePoint to manage files and folders. It replicates the Microsoft Dynamics 365 CRM security model with SharePoint, ensuring the same level of security for documents and records.

Explore Inogic’s suite of over 20+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, omnichannel, AI-Enabled Dynamics 365 Apps, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can transform your CRM experience!