crm addons uae

Advanced Attachment Tool

An extension to the Attachment capability of Microsoft Dynamics CRM allows the users to search and attach documents to an email that is already linked to any of the related entities in CRM.


Users can search documents from existing accounts, contacts, opportunities, etc. and directly attach them to the required item. The functionality also allows users to save the document into their local machines.


  • Attach files from the CRM

Directly attach files from existing accounts, contacts, opportunities, etc. to activities such as emails or tasks. Browse through all documents saved by various users, select the required documents, and attach.


  • Save files from the CRM

Download files from existing accounts, contacts, opportunities, etc. to activities such as emails or tasks. Browse through all documents saved by various users, select the required document, and download it to your local machine in case you need it for future reference.



For more enquiries on the features entailed in your industry vertical, or to download our datasheet, please click here.