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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
Squirrel automates document archiving for SharePoint Online to streamline document management and reduce costs. Squirrel moves SharePoint Online documents into Azure Blob Storage, based on customized lifecycle policies. This process is seamless, secure and ensures that all data is encrypted. Squirrel archives documents in HTML format, keeping the original file name and adding an HTML extension. A stub file is left behind. Users can easily rehydrate the data with just one click, making archived files readily accessible. Squirrel also provides comprehensive reporting about document status and file size, which helps you maintain an efficient and organized storage system. It monitors access logs and archives documents that have not been accessed in a year. This ensures your active files stay in SharePoint, while older files are archived. Squirrel supports OneDrive folders synced from SharePoint.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Microsoft SharePoint
Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Integrations
Microsoft SharePoint
Azure Blob Storage
Dropbox
Microsoft Dynamics 365
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1800
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Inogic
Founded
2006
Country
India
Website
www.inogic.com
Vendor Details
Company Name
SmiKar Software
Founded
2015
Country
Australia
Website
www.smikar.com
Product Features
Document Management
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
Product Features
Archiving
Access Control
Data Deduplication
Document Management
Email Archiving
Multimedia Archiving
Retention Management
Storage Management
Version Control
Web Archiving
eDiscovery