Attach2Dynamics

Kenesto is a cloud-based storage solution for managing engineering, design, and construction documents. Kenesto is much less expensive than enterprise PDM solutions but provides automatic file locking, versioning, vaulting, 2D/3D viewing, and web-based design review tools not found in consumer-grade cloud storage solutions such as Dropbox and Google Drive. The solution behaves like a mounted disk in the customer's office but the with a single source of truth in the cloud. File locking prevents users from overwriting each other's data. All versions of all files are stored in perpetuity. Using the familiar user interface of Windows Explorer, files and folders are arranged in the same way as one would expect for a C Drive. Kenesto includes tasks and workflows. A plugin for SolidWorks is available for no charge. All file transfers from the user’s local computer to the cloud are encrypted. All files are stored in secure AWS S3 and are encrypted.

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.