Preview attachments, media and documents
AttachPLUS for Dynamics 365 CE
Optimised media management thanks to our preview function of all attachments directly on the records in Dynamics 365
awisto AttachPLUS is the perfect solution for companies that like to store, attach or just view documents and media directly in their Dynamics 365 CRM systems. The possibilities are versatile - for example, product images as a preview on products or contracts in PDF format can be viewed quickly and easily in the integrated PDF viewer directly on the respective companies.
Best is: The add-on awisto AttachPLUS is intuitive to use. All attachments of a data record can be clearly displayed in a text & file preview. Users can comfortably scroll through the preview page by page using arrow keys. The filter function makes it easy to find selected file types. The process is simple: After adding the Dynamics 365 add-on, there is a new tab on selected entities where attachments can be added via drag & drop. Before the actual upload, you can rename the clearly listed files if needed without having to edit the original files.
In addition, awisto AttachPLUS provides an option to clearly display the attachments of linked records. Benefit from the option to view attachments of quotes directly on the company form, for example.
Overview of awisto AttachPLUS features | Attachments have never been more beautiful and effective in Dynamics 365
After adding the awisto AttachPLUS add-on, there is a new tab on selected entities where attachments can be added by drag & drop. Before the actual upload, you can rename the clearly listed files if necessary without having to edit the original files.
The tool is directly integrated into the notes
- Sort, filter and delete directly in the gallery view
- Easy upload via drag & drop
- Another strong advantage: once the attachments are in the CRM, you can download the files at any time or print PDF files directly, regardless of the device. This creates true mobile working.
- In addition, awisto AttachPLUS provides a way to clearly display the attachments of linked records. So you also benefit from the option to view the attachments of, for example, invoices or quotations directly on the associated company form.
Bulk processing is also possible
- Clear display of all notes as a gallery
- Preview function for all image, text and PDF files in carousel format
- Easy navigation through the carousel via arrow keys
- Integrated PDF reader with print function
Tobias HeckSales Manager
We gladly advise you for your opportunities with awisto.
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awisto business solutions GmbH
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Tel.: +49 (711) 490 534-0