About
Attach2Dynamics is a document management solution which provides seamless attachment management in multiple cloud storages like SharePoint, Dropbox and Azure Blob Storage from within Dynamics 365 CRM. It enables features like drag and drop, browse, and choose multiple files or a folder at a single instance to upload to the Cloud Storage of choice. It has an easy to view UI for viewing all the files & folders in the configured cloud storage against the current record. Users can further rename, create, email, delete, preview files/folders and generate sharable link of the file or the folder to provide it in the email directly from within Dynamics 365 CRM.
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About
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Restrict user’s level of access in SharePoint to the same level that is assigned to them in Dynamics 365 CRM. Furthermore, replicate any changes made to Dynamics 365 CRM security privileges in SharePoint.
Integrate with SharePoint, Dropbox or Azure Blob as the cloud storage location for your files and attachments.
Drag and drop multiple files and folders to upload them all at once.
Generate anonymous links to the documents to share outside of the organization.
Directly email the files as attachments or links to documents from within CRM.
Upload, Rename, Delete & Search files from cloud storage.
Bulk Migrate Note/Email/Sales Literature attachments to the configured cloud storage.
Security Template to control user privileges to the various actions discussed above.
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About
Squirrel is an advanced automated document archiving solution for SharePoint Online, designed to streamline your document management process and cut costs. Squirrel automatically moves SharePoint Online documents to cost-effective Azure Blob Storage based on custom lifecycle policies. This process is seamless and secure, ensuring all data is encrypted and authenticated. When archiving, Squirrel converts documents to HTML format, retaining the original file name with an HTML extension, and leaves a stub file in SharePoint. Users can easily rehydrate data with a single click, making archived documents readily accessible. Additionally, Squirrel provides comprehensive reporting on document status and file sizes, helping you maintain an organized and efficient storage system. It monitors file access logs to archive documents not accessed for a year, ensuring your active files remain in SharePoint while older files are archived. Squirrel also supports OneDrive-synced folders from SharePoint,
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About
iCoordinator™ is a cloud-based solution for secure storage and easy sharing of documents for organizations, companies and projects that meet different users' requirements for collaboration and mobile access with the possibility of powerful access control, document viewing and subscription to changes. iCoordinator™ is developed based on the increasing need from organizations, businesses and projects to support enterprise-level of permission control, meta data possibilities in organizing files with labels and smart folders and emailing of attachments directly to folders within the EFSS solution area. iCoordinator™ allows organizations, businesses and projects to take control over sensitive business data while meeting the secure storage, easy accessibility and collaboration needs of users. iCoordinator™ Customer portal provides the opportunity to share documents with all the company's customers and suppliers at a fixed, low and calculable cost.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Dynamics 365 CRM Users
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Audience
Dynamics 365 users
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Audience
IT Administrators, Compliance Officers, Knowledge Workers, Small to Medium Enterprises (SMEs), Large Corporations, Government Agencies, Educational Institutions, Legal Firms, Finance, Healthcare, Legal, Manufacturing, Education, Government.
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Audience
Organizations of all sizes seeking a solution to manage storage and easy sharing of documents
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$1800
Free Version
Free Trial
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Pricing
$4.00/month/user
Free Version
Free Trial
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Reviews/
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Reviews/
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationInogic
Founded: 2006
India
www.inogic.com
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Company InformationInogic Tech
Founded: 2006
India
bit.ly/3s90DdO
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Company InformationSmiKar Software
Founded: 2015
Australia
www.smikar.com
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Company InformationDesigntech Solutions
Founded: 1999
Sweden
www.designtech.se/en/icoordinator
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Alternatives |
Alternatives |
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Categories |
Categories |
Categories |
Categories |
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File Sync Features
Audit Trail
Backup and Recovery
Conflict Detection
Real Time Synchronization
Remote Synchronization
Synchronization Scheduling
Two-Way Synchronization
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Document Management Features
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
File Sharing Features
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
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Integrations
Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint
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Integrations
Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint
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Integrations
Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint
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Integrations
Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Microsoft SharePoint
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