Storage Management. Keep all your CRM files organized
Create and Organize folders, Upload and Remove the files directly on the CRM, while synchronizing your storage. Data replication from the CRM storage is executed on the remote storage, and the users will have the same folder organized as they have on their CRM side.
Gain greater visibility into your documents in CRM and extend your documents storage.
Never Forget to Add Attachments Again
Store your attachments on the third-party storage (OneDrive, DropBox, Google Drive), directly from Dynamics CRM. Save your CRM space and organise your files. The CRM Attachment reminder that just keeps reminding.
Store Email Attachments on Remote Storage as Well
You don’t want to lose your Email attachments once an Email has been sent. You can access them on your preferred remote storage provider, whenever you want and need.
Choose Dynamics® CRM Entities Where You Want to Upload Your Attachments
From a list of all Dynamics CRM Entities that can have attachments choose the once that fit best your business needs.
Safe and Secure
Authenticate between CRM and third party cloud storages (Google Drive, One Drive and DropBox). Built on SOA, flexible in adding other storage providers, while providing safe Authentication with no User credentials kept on our side.
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Forget empty meaningful Client conversations, the XRM.Attachment Add-On is powered by Dynamics® CRM (you), and we stand by that.