Document Management in Microsoft Dynamics CRM

Manage all your documents, notes and email attachments
directly in your CRM system with awisto’s Drag&Drop.

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Document Management

awisto Drag&Drop

Manage and edit your documents with Drag&Drop directly within Microsoft CRM. Without much hassle, Drag&Drop allows you to attach documents, notes, email attachments and complete folders to individual sets of data or to save them straight from a specific set of data to your hard disk.

awisto Drag&Drop opens files with a double-click inside your browser. The changes made in a file can then be saved directly in the CRM system. The add-on is compatible to each CRM object that is linked to CRM notes. All functions and areas of Drag&Drop can also be used offline.

Your advantage

  • Unlimited number of managed documents
  • Easy to use with a simple click of your mouse
  • Supports the Microsoft Offline Client


Questions?

Our Sales Manager Tobias Heck is here to answer all your questions.

Feel free to call us or send an email by filling out the contact form.

Contact us now