DocuTie
DocuTie attaches files to business objects in Microsoft Dynamics 365 Business Central so they are available without searching.
Comsol Unternehmenslösungen AGPaid
Attachment To Sharepoint
by MTCMicrosoft 365Paid
Attach CRM notes and email files to SharePoint from Microsoft Dynamics 365.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
The add-in lets CRM users attach Notes and Email attachments to SharePoint. Files can be uploaded by drag and drop, viewed inline, and uploaded or downloaded from CRM. It also creates folders automatically and provides common configuration settings.
Key capabilities
from the Microsoft Marketplace listingDrag-and-drop uploads
Files can be dragged and dropped to upload them to SharePoint.
Inline document viewing
Attached documents can be viewed inline.
Automatic folder creation
Folders are created automatically in an organized manner.
File upload and download
Files can be uploaded and downloaded from CRM.
Common settings
Common settings are available for configuration.
Who it's for
CRM users.
How it compares
Attachment To Sharepoint, DocuTie, Document Attacher, Dhyey Engineering Change Management - ECM, ECR, ECN, and Document Extractor built for the Salesforce platform™ are listed as paid cloud products. Their listed update dates differ.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Paid | Cloud | |
| DocuTie | Paid | Cloud | |
| Document Attacher | Paid | Cloud | |
| Dhyey Engineering Change Management - ECM, ECR, ECN | Paid | Cloud | |
| Document Extractor built for the Salesforce platform™ | Paid | Cloud |
In the catalog
209 plugins in Dynamics 365 · Sales
Price distribution: 11 free, 4 freemium, 173 paid, 21 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Dynamics 365
Deployment
Cloud
Pricing
Paid
More from MTC
Similar plugins in Dynamics 365 · Sales
View all 209 →
Document Attacher
Turns Dynamics 365 forms into file dropzones so users can upload files by dragging and dropping them onto the form.
ThrivesPaid
Dhyey Engineering Change Management - ECM, ECR, ECN
Manages product versioning and engineering changes through ECR and ECN documents for Dynamics 365 Business Central.
Dhyey Consulting Services Pvt. Ltd.Paid
Document Extractor built for the Salesforce platform™
Document Extractor transfers files, documents, and attachments between Salesforce and SharePoint to reduce storage costs.
Connecting SoftwarePaid
What the vendor says
«Attachments to SharePoint for Microsoft CRM allows CRM users to attach Notes and Email attachments to SharePoint in few simple steps thereby providing the flexibility to share, organize and access information via SharePoint. Product Highlights: • Drag and drop files to upload to SharePoint • In-line view of attached …»